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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clair Newton is a financial advisor with over 25 years of experience in the industry. Currently, Robert is with Modern Wealth Management, LLC where Robert specializes in providing comprehensive financial planning and portfolio management services to high-net-worth individuals, families, and retirement plans. Robert has a wide range of experience working with clients at various financial institutions including LPL Financial LLC, CADARET, GRANT & CO., INC. and others. Robert is committed to providing personalized advice and customized solutions to help clients achieve their financial goals. Robert holds the Series 6, 7, 24, 63 and 65 licenses and is a Chartered Financial Consultant (ChFC).
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
03/01/2024 - Present
Modern Wealth Management, LLC (Rochester NY)
NY
09/18/2018 - 03/13/2024
LPL FINANCIAL LLC (ROCHESTER NY)
NY
02/20/2015 - 09/19/2018
CADARET, GRANT & CO., INC. (ROCHESTER NY)
NY
10/21/1999 - 11/02/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
MA
02/25/1999 - 08/09/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
10/03/1997 - 02/24/1999
PITTSFORD CAPITAL MARKETS, INC (PITTSFORD NY)
MA
04/17/1990 - 10/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/17/1990 - 10/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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