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RB

Robert S. Bancroft

INNOVATION PARTNERS LLC
WESTPORT, MA 02790
Some features on this profile are disabled
CRD#: 7077000
RB

Professional summary


Robert Stephen Bancroft, who also goes by Bob Bancroft, Bobby Bancroft, is a registered financial advisor currently at INNOVATION PARTNERS LLC located in Westport, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Robert has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Bancroft | Bobby Bancroft

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.
MOUNT PLEASANT REALTY GROUP - NOT INVESTMENT RELATED - STOCKHOLDER DIRECTOR - 395 MOUNT PLEASANT ST NEW BEDFORD - MA - 02746

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Stephen Bancroft's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Robert Stephen Bancroft'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

November 27, 2019 - Present

INNOVATION PARTNERS LLC

Office #1: 909 State Road , Ma 02790, United States, Westport, MA 02790
RIA
BD
CRD#: 146344
WESTPORT, MA
Current

June 18, 2019 - Present

INNOVATION PARTNERS LLC

Office #1: 909 State Road , Ma 02790, United States, Westport, MA 02790
RIA
BD
CRD#: 146344
WESTPORT, 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".
IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812

RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/24/2019)
RR
Massachusetts
(10/24/2019)
IAR
Massachusetts
(11/27/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2019
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IP
INNOVATION PARTNERS LLC
DEEMER WEALTH MANAGEMENT | INNOVATION PARTNERS LLC. | INNOVATION PARTNERS LLC

CRD#: 146344 / SEC#: 801-78702, 8-67812

RIA
Registered Investment Advisory firm - SEC (10/24/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
California
Registered Investment Advisory firm - SEC (1/9/2014 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (12/18/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Nevada
Registered Investment Advisory firm - SEC (1/10/2014 Terminated)
New York
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/11/2013 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/10/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Mailing Address
5950 Fairview Road Suite 140, Charlotte, NC 28210
Phone number
(704) 708-5461
Established
North Carolina since 11/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
297

SEC notice filing (40 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

JOHN POLYVIOU ADV PART 2B (7/7/2025)

Direct owners and executive officers


NamePositionCRD#
E STRICKER HOLDINGS LLCSTOCKHOLDER
ANAGENISIS INVESTMENT HOLDINGS LLCSTOCK HOLDER
CAMPBELL, ROBERTFINOP1349154
MCNABB, MATTHEW JOHNCO-CCO2119641
POLYVIOU, JOHN ANTHONYCO-CCO, PRESIDENT AND RIA PRINCIPAL2030212
UYESUGI, LAUREN ARNETTCOMPLIANCE PRINCIPAL2889864

Disclosures


Regulatory Event1

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


INNOVATION PARTNERS LLC

CRD#: 146344Westport, MA 02790

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