Robert is a Financial Advisor and Senior Vice President at Toll Gate Capital Advisors. He is a CERTIFIED FINANCIAL PLANNER® practitioner. He is a native Rhode Islander and a resident of East Greenwich, where he resides with his wife , Melissa, and sons Kaine and Kase. Robert started his career as a stockbroker at Waterhouse Securities in Boston, MA in 1995. Prior to joining Toll Gate Capital Advisors, Robert had spent the last decade as a financial advisor with Santander Investments. Robert left the bank in January, 2021 to pursue the dream of owning his own practice.
Registrations, certifications, licenses:
CERTIFIED FINANCIAL PLANNER® certification
FINRA Series 7 (General Securities Representative)
FINRA Series 66 (Uniform Investment Adviser)
FINRA Series 63 (Uniform Securities Agent)
Life/Health/Annuity License