Robert Guido Battista
Investment adviser representative at Vestmark Advisory Solutions, Inc.
11 yearsExperience
2 statesRegistered in
$49.9BFirm assets
8 yearsFirm in business
Are you Robert Guido Battista? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vestmark Advisory Solutions, Inc.Apr 2022 to now
- Janney Montgomery Scott LLCJul 2015 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MA, PA).
Vestmark Advisory Solutions, Inc.
$49.9BAssets managed
84,069Clients
8Advisers
8 yearsIn 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
- 4927631
- Firm CRD
- 221518