Robert Anthony Barucci
Investment adviser representative at Assetmark, Inc.
19 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm 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.
- Portfolio management
Experience
19 years in the industry.
- Assetmark, Inc.Mar 2024 to now
- Assetmark Brokerage, LLCNov 2021 to now
- Assetmark Financial Holdings, Inc.Nov 2021 to now
- State Street Global Advisors Trust CompanyJan 2017 to Nov 2021
- State Street Global Advisors Funds Distributors LLCJul 2010 to Nov 2021
- State Street Global AdvisorsJul 2007 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 5821365
- Firm CRD
- 109018