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Robert Walter Tafuri

BOSTON STANDARD WEALTH MANAGEMENT, LLC·WINCHESTER, Massachusetts
Unclaimed Profile
31 CHURCH ST. #3, WINCHESTER, MA 01890CRD# 4656056Firm CRD# 156452
01

About

Robert Walter Tafuri is a registered financial advisor based in WINCHESTER, Massachusetts, affiliated with BOSTON STANDARD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOSTON STANDARD WEALTH MANAGEMENT, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
AUM
$452M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4656056
Firm CRD# 156452
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Walter Tafuri offer?
Robert Walter Tafuri specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Massachusetts for a consultation.
What are Robert Walter Tafuri's credentials?
Robert Walter Tafuri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Walter Tafuri located?
Robert Walter Tafuri is based in WINCHESTER, Massachusetts, working with BOSTON STANDARD WEALTH MANAGEMENT, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Robert Walter Tafuri charge for services?
Robert Walter Tafuri'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 BOSTON STANDARD WEALTH MANAGEMENT, LLC?
BOSTON STANDARD WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINCHESTER
Zachary Conover Bouchard — BOSTON STANDARD WEALTH MANAGEMENT, LLCLee Graham Eudy — BOSTON STANDARD WEALTH MANAGEMENT, LLCRobert Mark Shepherd — SHEPHERD FINANCIAL PARTNERS, LLCMark Steven Waterhouse — SHEPHERD FINANCIAL PARTNERS, LLCJane Golden Lawler — SHEPHERD FINANCIAL PARTNERS, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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