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Robert Keenan Gustafson

TRITON FINANCIAL GROUP, INC.·MARLBOROUGH, Massachusetts
Clean recordTRITON FINANCIAL GROUP, INC.
61 FLORENCE STREET, MARLBOROUGH, MA 01752CRD# 2181345Firm CRD# 153048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Keenan Gustafson · MARLBOROUGH, MA
Registration
CRD #2181345 · TRITON FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Keenan Gustafson is a registered financial advisor based in MARLBOROUGH, Massachusetts, affiliated with TRITON FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRITON FINANCIAL GROUP, INC.
TRITON FINANCIAL GROUP, INC.
AUM
$237M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2181345
Firm CRD# 153048
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Keenan Gustafson offer?
Robert Keenan Gustafson specializes in Financial Planning, Investment Management. Contact their office in MARLBOROUGH, Massachusetts for a consultation.
What are Robert Keenan Gustafson's credentials?
Robert Keenan Gustafson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Keenan Gustafson located?
Robert Keenan Gustafson is based in MARLBOROUGH, Massachusetts, working with TRITON FINANCIAL GROUP, INC.. Their office serves clients in the MARLBOROUGH metropolitan area and surrounding communities.
How does Robert Keenan Gustafson charge for services?
Robert Keenan Gustafson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON FINANCIAL GROUP, INC.?
TRITON FINANCIAL GROUP, INC. has approximately 2 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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