Robert Thomas Boon
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Boon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
CHARLESBRIDGE ADVISORS | CHARLESBRIDGE ADVISORS, LLC | CHARLESBRIDGE ADVISORS LLC.
Contact Information
Main Address
888 Washington Street, Dedham, MA 02026Phone Number
(781) 682-3299# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7AUM (Assets Under Management)
$108,461,672Similar Advisors
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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.
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Primary Firm SEC Registration
CHARLESBRIDGE ADVISORS | CHARLESBRIDGE ADVISORS, LLC | CHARLESBRIDGE ADVISORS LLC.
State Registrations and Notice Filings
(5/19/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 1992About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Thomas Boon's CRS (Customer Relationship Summary).
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