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Robert Norman Roy

Somnio Financial Group, LLC

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About Robert Norman Roy

Robert Norman Roy is an active investment advisor representative. Robert has over 16 years of experience in the financial services industry. Robert currently holds a Series 66 and Series 7 licenses. Robert also has a Series 24 and Series 51 license. Robert's current firm is Somnio Financial Group, LLC and their main office is located in Glastonbury, Connecticut. Prior to joining Somnio Financial Group, LLC, Robert worked at NEXT FINANCIAL GROUP, INC. and Ameriprise Financial Services, Inc. Robert provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Robert Roy is currently registered with Somnio Financial Group, LLC. Somnio Financial Group, LLC is an investment advisor registered with the SEC and located in Glastonbury, CT. They provide financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. The firm manages approximately $137.8 million in assets for 453 clients. They also have a presence on social media platforms like LinkedIn, Facebook, and Twitter.
Somnio Financial Group, LLC

140 GLASTONBURY BLVD

GLASTONBURY, CT 06033

$137.80M

Assets Under Management

7

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Roy’s Registration & Firm History

CT

04/24/2015 - Present

Somnio Financial Group, LLC (GLASTONBURY CT)

CT

01/28/2009 - 08/28/2015

NEXT FINANCIAL GROUP, INC. (GLASTONBURY CT)

CT

03/14/2005 - 01/29/2009

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

MN

03/14/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/18/2008

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Norman Roy.
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