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RN

Robert C. Napolitano

NAPIER FINANCIAL
BRAINTREE, MA 02184
Some features on this profile are disabled
CRD#: 5916258
RN
Robert Christopher NapolitanoNAPIER FINANCIAL

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.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Christopher Napolitano'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

July 21, 2025 - Present

NAPIER FINANCIAL

Office #1: 30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
RIA
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

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 7/28/2012
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 7/14/2011
General Securities Representative Examination

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)
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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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts993
AUM (Assets Under Management)$ 587,928,017

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2026
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

NAPIER FINANCIAL

CRD#: 336725Braintree, MA 02184

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