Robert V. Deiana
Professional summary
Robert Vincent Deiana Jr, who also goes by Robert V Deiana Jr, Robert V Deiana, is a registered financial advisor currently at LIGHTHOUSE FINANCIAL, LLC located in Marblehead, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Vincent Deiana Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2021 - Present
LIGHTHOUSE FINANCIAL, LLC
August 7, 2017 - September 14, 2021
TQM WEALTH PARTNERS
October 7, 2013 - July 17, 2017
EDWARD JONES
August 12, 2013 - July 17, 2017
EDWARD JONES
November 3, 2006 - June 28, 2013
MFS FUND DISTRIBUTORS, INC.
February 16, 2001 - October 30, 2003
MFS FUND DISTRIBUTORS, INC.
December 23, 1997 - March 1, 2000
BOFA DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2021)
(3/20/2025)
(10/16/2025)
Exams
Current Firm
LIGHTHOUSE FINANCIAL, LLC
CRD#: 314671 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 95,629,124 |
Red Flags
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