A complete list of active advisors currently associated with Robbins Farley LLC
Warmer can help you find a great advisor at Robbins Farley LLC or one who fits your needs even better.
Robbins Farley is an independent registered investment adviser serving primarily individuals and their affiliated trusts, along with families, foundations, pensions and corporations; the firm reports about $252.9 million in assets under management and a four-advisor team supporting roughly 263 client relationships. It provides wealth planning and accumulation services, including financial planning, discretionary asset management, participant-directed retirement plan consulting, and periodic account aggregation and reporting. The firm follows a predominantly top‑down investment process that aligns portfolios to macroeconomic conditions and each client’s objectives, using tailored models such as Growth & Income, Growth, and Income and periodic portfolio reviews. Robbins Farley regularly implements derivatives and options strategies (including puts, covered calls, cash‑secured puts and long‑term calls), may use margin and short sales in higher‑risk accounts, treats cash as an asset class, and describes controls around its limited use of AI tools in research and client work. Robbins Farley’s brochure discloses several business practices that are less common among similar team firms: the firm uses endorsements and testimonials in its advertising, advertises third‑party ratings, and operates an affiliated insurance agency through which licensed professionals may transact insurance business. It also offers basic estate‑planning document support via the Vanilla platform at no additional fee, engages compensated promoters for client introductions, and explicitly discusses the firm’s use of derivatives and the risks of borrowing against account assets.
To learn more about the advisors currently working at Robbins Farley LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, NH
| 21
| |
Bedford, NH
| 11
| |
Bedford, NH
| 5
| |
Bedford, NH
| 27
|
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