Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Emens is a financial advisor who has been active in the industry since 2000. Robert is currently affiliated with The Colony Group, LLC. Robert is a Certified Financial Planner. Previously Robert has been affiliated with GW & WADE ASSET MANAGEMENT COMPANY, LLC and G. W. & WADE ASSET MANAGEMENT COMPANY, INC. Robert offers portfolio management services for businesses, individuals, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
01/01/2025 - Present
THE Colony Group, LLC (Palo Alto CA)
CA
11/15/2000 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (PALO ALTO CA)
MA
04/30/1998 - 12/21/1998
G. W. & WADE ASSET MANAGEMENT COMPANY, INC. (WELLESLEY MA)
BOTH
Issued 02/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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