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Robert Guido Battista

VESTMARK ADVISORY SOLUTIONS, INC.·WAKEFIELD, Massachusetts
Unclaimed Profile
100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880CRD# 4927631Firm CRD# 221518
01

About

Robert Guido Battista is a registered financial advisor based in WAKEFIELD, Massachusetts, affiliated with VESTMARK ADVISORY SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
VESTMARK ADVISORY SOLUTIONS, INC.
VESTMARK ADVISORY SOLUTIONS, INC.
AUM
$5.6B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VESTMARK ADVISORY SOLUTIONS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4927631
Firm CRD# 221518
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Guido Battista offer?
Robert Guido Battista specializes in Investment Management, Fee-Only Advisory. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are Robert Guido Battista's credentials?
Robert Guido Battista is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Guido Battista located?
Robert Guido Battista is based in WAKEFIELD, Massachusetts, working with VESTMARK ADVISORY SOLUTIONS, INC.. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Robert Guido Battista charge for services?
Robert Guido Battista's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTMARK ADVISORY SOLUTIONS, INC.?
VESTMARK ADVISORY SOLUTIONS, INC. has approximately 27 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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