Robert Abel is a registered investment advisor, based in Williamstown, MA, with 24 years of industry experience.
Location
10 Walden St, Floor 3, Williamstown, MA, 01267
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance products since 2017, dedicating minimal time. He also referees for USA Hockey since 2022, which does not take place during business hours.
Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2025 - Present · 7 mos
Kestra Investment Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Commonwealth Financial Network
February 2010 - October 2025 · 15 yrs 8 mos
Commonwealth Financial NetworkBroker
February 2010 - October 2025 · 15 yrs 8 mos
True North Financial Services, INC.Broker
January 2002 - June 2010 · 8 yrs 5 mos
UBS Painewebber INC.Broker
July 2001 - January 2002 · 6 mos
State Registrations28 states
AKAZCACOCTDEFLILINMAMDMEMIMNMONCNHNJNMNYOHPARISCSDTXVAVT
AdvisorBrokerBoth
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.