Robert Battista

from Vestmark Advisory Solutions, Inc.
SEC regulated
Regulated Investment Advisor
Robert Battista is a financial advisor based in Massachusetts, Wakefield, with 19 years of experience. Robert currently works for Vestmark Advisory Solutions, Inc.. Robert maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Robert Battista works at Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. is a financial advisory firm based in Wakefield, Massachusetts. It currently has approximately $3,222,240,609 of assets under management and employs about 18 people. Vestmark Advisory Solutions, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
and a percentage of assets under your management
Office location
100 Quannapowitt Pkwy, Suite 205, Wakefield, Massachusetts, 1880

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting