Unclaimed Profile

Robert Douglas Lepson

BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

Series 6, Series 7, Series 26, Series 63, Series 6623 years registeredBRAVER WEALTH MANAGEMENT, LLC

117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 2167252Firm CRD# 104747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Douglas Lepson · NEEDHAM, MA

Registration

CRD #2167252 · BRAVER WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRAVER WEALTH MANAGEMENT, LLC

RWA WEALTH PARTNERS

Feb 2017 – Jan 2026

BOSTON, MA

BRAVER WEALTH MANAGEMENT, LLC

Sep 2011 – Feb 2017

NEEDHAM, MA

STRATEGIC ADVISERS, INC.

Jan 2003 – Aug 2011

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 66

Registration record

First registered · January 7, 2003

Years registered · 23

Disclosure History

1994Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRAVER WEALTH MANAGEMENT, LLC

CRD 104747 · SEC 801-26501

AUM

$875M

Regulatory assets under management

Employees

2,609 client accounts

Services offered by BRAVER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRAVER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Douglas Lepson offer?

Robert Douglas Lepson specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Douglas Lepson's credentials?

Robert Douglas Lepson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Douglas Lepson located?

Robert Douglas Lepson is based in NEEDHAM, Massachusetts, last registered with BRAVER WEALTH MANAGEMENT, LLC.

How does Robert Douglas Lepson charge for services?

Robert Douglas Lepson's firm is compensated through percentage of aum, hourly charges, other: model provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRAVER WEALTH MANAGEMENT, LLC?

BRAVER WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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