RN
RN

Robert Napolitano

14 Years of Experience
Braintree, MA

Robert Napolitano is a registered investment advisor at Napier Financial, based in Braintree, MA, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$550.1M
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Location

30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert operates US Wealth Management, LLC and US Financial Advisors as DBAs for his LPL business and as a Registered Investment Advisor, dedicating about half his time to the latter. He also owns and operates a rental property with his brother, spending minimal time on it.

Employment History
Current Registrations
Napier Financial
July 2025 - Present · 9 mos
Previous Registrations
U.S. Financial Advisors
September 2018 - July 2025 · 6 yrs 10 mos
LPL Financial LLC
August 2012 - October 2020 · 8 yrs 2 mos
LPL Financial LLCBroker
December 2011 - April 2021 · 9 yrs 4 mos
Lincoln Financial Securities CorporationBroker
July 2011 - December 2011 · 5 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Napolitano - Financial Advisor | TrueAdvisor