Robert Thomas Boon
Investment adviser representative at Charlesbridge Advisors
14 yearsExperience
1 stateRegistered in
$108.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Charlesbridge AdvisorsFeb 2026 to now
- South Shore BankMay 2024 to now
- RetiredJan 2023 to Apr 2024
- Mascoma Wealth ManagementJul 2012 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Charlesbridge Advisors
Legal name: Charlesbridge Advisors, LLC
$108.5MAssets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2204796
- Firm CRD
- 341159