Robert Searle is a CFP-designated registered investment advisor, based in Burlington, MA, with 11 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
20 Burlington Mall Road, Suite 251, Burlington, MA, 01803
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Regulatory History
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 is a managing partner at Northeast Investment Group, providing financial planning and investment management services. This activity takes nearly all of Robert's time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Santander Securities LLCBroker
State Registrations17 states
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
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