Patrick Grasso is a registered investment advisor at Robbins Farley LLC, based in Bedford, NH, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 246 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robbins Farley manages investments, typically with the ability to make trades without asking you first. The annual fee ranges from 0.00% to 2.00% of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your financial situation. The total management fees will not exceed 3%.
Location
6 Bedford Farms Drive, Suite 112, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robbins Farley LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Vision Capital Partners
Purshe Kaplan Sterling InvestmentsBroker
Affinia Financial Group, LLC
LPL Financial LLCBroker
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
State Registrations2 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.