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Robert Thomas Boon

Osaic Institutions, Inc.

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About Robert Thomas Boon

Robert Thomas Boon is a registered Investment Advisor Representative with Osaic Institutions, Inc. in Braintree, MA. Robert Boon has been a Registered Representative in the securities industry since 1992 and is active with Osaic Institutions, Inc. since 2024. Robert Boon has experience in Financial Planning, Pension Consulting, and Education Seminars. Robert Boon is licensed to provide investment advice in Massachusetts.

Firm Information

Robert Boon is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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 Boon’s Registration & Firm History

MA

08/27/2024 - Present

Osaic Institutions, Inc. (Braintree MA)

MA

07/01/1992 - 07/12/2004

CCBT BROKERAGE DIRECT, INC. (HYANNIS MA)

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Licenses & Designations

IA

Issued 03/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1992

Series 24 - General Securities Principal Examination

BC

Issued 03/12/1992

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 07/02/1985

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/22/1985

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Thomas Boon.
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