RN
Robert C. Napolitano
NAPIER FINANCIAL
BRAINTREE, MA 02184
Some features on this profile are disabled
CRD#: 5916258
RN
Professional summary
Robert Christopher Napolitano, who also goes by Robert C Napolitano, Robert Napolitano, is a registered financial advisor currently at NAPIER FINANCIAL located in Braintree, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert C Napolitano | Robert Napolitano
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.
1. 12/02/2011: US WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/7/2012 - US Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/29/2013 - US Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% 4. 04/05/2016 * RT Real Estate * Real Estate Rental * NOT INV REL * START 03/15/2016 * 220 E Squantum Street, Quincy, MA 02171 * I own and operate a three family home with my brother. I live in one of three units. The remaining two bedroom and studio are rented. 5 HRS/MO NOT DURING SECS TRDG HRS. Napier Alternatives, LLC. Investment Related. Napier Alternatives, LLC serves as managing member of GenWel Capital, LLC and GenWel Capital 2, LLC. 25% of time spent monthly. GenWel Capital, LLC and GenWel Capital 2, LLC, serve as investment managers of real estate-related investment funds exempt from registration under the Investment Company Act. These include pooled investment funds and private placements, together with any related feeder funds and parallel funds. Investment related. 25% of time spent monthly.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Christopher Napolitano's 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®
NoneExperience
Current
July 21, 2025 - Present
NAPIER FINANCIAL
Office #1: 30 Braintree Hill Office Park Suite 201, Braintree, MA 02184RIA
CRD#: 336725
BRAINTREE, MA
Past
September 24, 2018 - July 25, 2025
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
BRAINTREE, MA
Past
August 1, 2012 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
BRAINTREE, MA
Past
December 2, 2011 - April 13, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BRAINTREE, MA
Past
July 15, 2011 - December 3, 2011
OSAIC FS, INC.
BD
CRD#: 3870
BRAINTREE, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)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(7/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Mailing Address
Phone number
(781) 884-2300
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 834 |
| AUM (Assets Under Management) | $ 517,704,154 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NAPIER FINANCIAL
CRD#: 336725Braintree, MA 02184TRUST BUT VERIFY
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