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Robert Walter Tafuri

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Walter Tafuri · WINCHESTER, MA
Registration
CRD #4656056 · BOSTON STANDARD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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05

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 at BOSTON STANDARD WEALTH MANAGEMENT, LLC

Zachary Conover Bouchard
WINCHESTER, MA
Lee Graham Eudy
WINCHESTER, MA

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Research
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