AdvisorOS Directory
Claim Profile
RA

Reuben Benjamin Ackerman

CASTLE ROCK ADVISORS LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET 35TH FL, BOSTON, MA 02116-5040CRD# 6002571Firm CRD# 331429
01

About

Reuben Benjamin Ackerman is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CASTLE ROCK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CASTLE ROCK ADVISORS LLC
CASTLE ROCK ADVISORS LLC
AUM
$830M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at CASTLE ROCK ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: COST REIMBURSEMENT
Regulatory
SEC/IARD CRD# 6002571
Firm CRD# 331429
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Reuben Benjamin Ackerman offer?
Reuben Benjamin Ackerman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Reuben Benjamin Ackerman's credentials?
Reuben Benjamin Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Reuben Benjamin Ackerman located?
Reuben Benjamin Ackerman is based in BOSTON, Massachusetts, working with CASTLE ROCK ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Reuben Benjamin Ackerman charge for services?
Reuben Benjamin Ackerman's firm is compensated through percentage of aum, other: cost reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE ROCK ADVISORS LLC?
CASTLE ROCK ADVISORS LLC has approximately 28 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CASTLE ROCK ADVISORS LLC

Daniel Paul Carbonneau
BOSTON, MA
Eric R Souza
BOSTON, MA
Kenneth Scott Bring
BOSTON, MA
Michael Buckner Sweeny
BOSTON, MA
Robert Joshua Small
BOSTON, MA
Ross Marshall Jones
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Erik J Anderson
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Abigail Marie Armstrong
SIGNATOR INVESTORS, INC.·BOSTON, MA
Mitchell Evan Harris
HARBOURVEST PARTNERS, LLC·BOSTON, MA
Andrew Clive Rice
JOHCM (USA) INC·BOSTON, MA
Brian Basil Heapps
SIGNATOR INVESTORS, INC.·BOSTON, MA
Carmen Joseph Scarpa
SPRING LAKE EQUITY GP LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile