RD
CFP
RD
CFP

Robert D'amico

19 Years of Experience
Warwick, RI

Robert D'amico is a CFP-designated registered investment advisor at Bentley Wealth Advisors, LLC, based in Warwick, RI, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

117 Metro Center Boulevard, Suite 3000, Warwick, RI, 02886

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a CPA and principal at Disanto, Priest & Co., an accounting firm, dedicating nearly full-time hours to this activity. He is also a partner at Moneta Investors, LLC, an investment firm, but devotes minimal time to it.

Employment History
Current Registrations
Bentley Wealth Advisors, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Bentley Wealth Advisors, LLC
May 2018 - December 2018 · 7 mos
Bentley Wealth Advisors, LLC
June 2003 - January 2011 · 7 yrs 7 mos
Creative Resources Investment Advisors LLC
February 1999 - May 2003 · 4 yrs 3 mos
State Registrations1 state
RI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert D'amico - Financial Advisor | TrueAdvisor