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RB

Robert T. Boon

CHARLESBRIDGE ADVISORS
DEDHAM, MA 02026
CRD#: 2204796
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RB
Robert Thomas BoonCHARLESBRIDGE ADVISORS

Professional summary

Robert Thomas Boon, who also goes by Bob Boon, is a registered financial advisor currently at CHARLESBRIDGE ADVISORS located in Dedham, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 52, Series 24, Series 28 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Boon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Boon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 19, 2026 - Present

CHARLESBRIDGE ADVISORS

Office #1: 888 Washington Street, Dedham, MA 02026
RIA
CRD#: 341159
DEDHAM, MA
Past

August 27, 2024 - May 22, 2025

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
Braintree, MA
Past

March 26, 2015 - January 12, 2023

MASCOMA WEALTH MANAGEMENT

RIA
CRD#: 174907
HANOVER, NH
Past

July 1, 1992 - July 12, 2004

CCBT BROKERAGE DIRECT, INC.

BD
CRD#: 29602
HYANNIS, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52
Date: 1/22/1985
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/2/1992
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 3/12/1992
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/2/1985
Municipal Securities Principal Examination

Current Firm

CA
CHARLESBRIDGE ADVISORS
CHARLESBRIDGE ADVISORS | CHARLESBRIDGE ADVISORS, LLC | CHARLESBRIDGE ADVISORS LLC.

CRD#: 341159 / SEC#: 801-136229

RIA
Registered Investment Advisory firm - (5/12/2026 120-Day Approval)
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Contact information

Main Address
888 Washington Street, Dedham, MA 02026
Mailing Address
Phone number
(781) 682-3299
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CHARLESBRIDGE ADVISORS (4/9/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHARLESBRIDGE ADVISORS

CRD#: 341159Dedham, MA 02026

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