TrueAdvisor
TrueAdvisor
JR
JR

John Edward Robbins

Hoopoe Advisors
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Hoopoe Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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History

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.

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Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
May 2024 - Present · 1 yr 9 mos
Hoopoe Advisors
October 2022 - Present · 3 yrs 4 mos
State Registrations2 states
CAMA
AdvisorBroker
Exams
No exam information available for this advisor.