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RP

Robert B. Pineau

LOFT LINE PARTNERS
PLYMOUTH, MA 02360
Some features on this profile are disabled
CRD#: 7041192
RP

Professional summary

Robert Brian Pineau, who also goes by Brian Pineau, is a registered financial advisor currently at LOFT LINE PARTNERS located in Plymouth, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Pineau

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 Brian Pineau'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

February 11, 2026 - Present

LOFT LINE PARTNERS

Office #1: 65 Cordage Park Circle Suite 130, Plymouth, MA 02360
RIA
CRD#: 340011
PLYMOUTH, MA
Past

November 13, 2018 - November 4, 2025

NEW WORLD ADVISORS LLC

RIA
CRD#: 296798
Hingham, 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
(2/11/2026)

Exams

Current Firm

LL
LOFT LINE PARTNERS
LOFT LINE PARTNERS | LOFT LINE PARTNERS, LLC

CRD#: 340011 / SEC#: 801-135269

RIA
Registered Investment Advisory firm - (2/4/2026 120-Day Approval)
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Contact information

Main Address
Duxbury, MA
Mailing Address
Phone number
(508) 648-4684
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/5/2026)
0

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

LOFT LINE PARTNERS

CRD#: 340011Plymouth, MA 02360

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