Robert Abendroth, financial advisor Waltham MA

Robert Abendroth

CRD Number: 6401139
Current Firm: Eagle Strategies LLC

Robert Abendroth (CRD# 6401139) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
True North Financial Partners, LLC Waltham, MA Aug 2017 - Current 6
Eagle Strategies LLC Waltham, MA Feb 2016 - Current 8
Nylife Securities LLC Waltham, MA Oct 2014 - Current 9
New York Life Insurance Company Waltham, MA Sep 2014 - Current 9
Abendroth, Berns & Warner LLC Wellesley, MA Jan 2014 - Jan 2016 2
Unemployed Boston, MA Aug 2014 - Sep 2014 < 1
Eaton Vance Boston, MA Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Robert Abendroth
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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