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Robert Keenan Gustafson

TRITON FINANCIAL GROUP, INC.·MARLBOROUGH, Massachusetts
Series 7, Series 24, Series 63, Series 65Clean record21 years registeredTRITON 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. · 21 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Jan 2025 – present
TRITON FINANCIAL GROUP, INC.
Feb 2011 – Feb 2025
MARLBOROUGH, MA
RKG FINANCIAL, INC.
Jul 2010 – Dec 2010
MARLBOROUGH, MA
R.K. GUSTAFSON FINANCIAL
Mar 2005 – Dec 2010
MARLBOROUGH, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 22, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRITON FINANCIAL GROUP, INC.
CRD 153048 · SEC 801-110006
AUM
$237M
Regulatory assets under management
Employees
2
1,084 client accounts
Services offered by TRITON FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRITON FINANCIAL GROUP, INC. →
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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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