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Robert William Shoemaker

ROBERT WILLIAM SHOEMAKER,III·CONCORD, Massachusetts
Series 7, Series 24, Series 63, Series 6532 years registeredROBERT WILLIAM SHOEMAKER,III
28 JUNCTION SQUARE, CONCORD, MA 01742CRD# 721489Firm CRD# 128852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert William Shoemaker · CONCORD, MA
Registration
CRD #721489 · ROBERT WILLIAM SHOEMAKER,III · 32 years registered
Brand Profile
Not yet started
01

Career History

ROBERT WILLIAM SHOEMAKER,III
Apr 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

2012Regulatory·Final
2006Criminal·Final Disposition
1984Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ROBERT WILLIAM SHOEMAKER,III
CRD 128852 · SEC 801-69115
AUM
$37M
Regulatory assets under management
Employees
1
162 client accounts
Services offered by ROBERT WILLIAM SHOEMAKER,III
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROBERT WILLIAM SHOEMAKER,III →
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05

Frequently Asked Questions

What services does Robert William Shoemaker offer?
Robert William Shoemaker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Robert William Shoemaker's credentials?
Robert William Shoemaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Shoemaker located?
Robert William Shoemaker is based in CONCORD, Massachusetts, working with ROBERT WILLIAM SHOEMAKER,III. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Robert William Shoemaker charge for services?
Robert William Shoemaker's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBERT WILLIAM SHOEMAKER,III?
ROBERT WILLIAM SHOEMAKER,III has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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