Robert Nichols Clary
Professional Summary
Robert Nichols Clary is a registered financial advisor currently at CLARY FINANCIAL, INC located in So. Easton, Massachusetts. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 1, Series 39 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
49 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CLARY FINANCIAL, INC | ROBERT N. CLARY | CLARY, ROBERT N. | CLARY INVESTMENT AND INSURANCE PLANNING CORP. | CLARY FINANCIAL, INC.
Contact Information
Main Address
43 Belmont St. Suite B, So. Easton, MA 02375Mailing Address
P.o. Box 275, No. Easton, MA 02356Phone Number
(508) 238-8868# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
439AUM (Assets Under Management)
$92,892,883Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/25/2001)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jul 1977Series 39 — Direct Participation Programs Principal Examination
Passed Aug 1986About the Series 39 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1984About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Nichols Clary's CRS (Customer Relationship Summary).
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