Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Auditore is an investment advisor representative with Captrust. Robert has been in the industry since 1992. Robert currently holds a Series 65 license, which allows Robert to provide investment advice to individuals and institutions. Robert is also registered with the state of Massachusetts as an investment advisor representative. Prior to joining Captrust, Robert worked at CAPFINANCIAL SECURITIES, LLC. and BAY COLONY SECURITIES CO., INC. Robert specializes in providing financial planning, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
04/09/2015 - Present
Captrust (Boston MA)
MA
08/28/2012 - 05/30/2023
CAPFINANCIAL SECURITIES, LLC. (Boston MA)
MA
08/29/1994 - 08/29/2012
BAY COLONY SECURITIES CO., INC. (WOBURN MA)
NY
01/13/1994 - 08/08/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
OR
03/09/1992 - 01/11/1994
L & M SECURITIES COMPANY (PORTLAND OR)
IA
Issued 04/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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