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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Alkon Financial Services, LLC

Robert R. Alkon

CRD 5577549 · Boston, MA

At a glance

Robert R. Alkon is an investment adviser representative with Alkon Financial Services, LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2010, about 16 years ago. Designations on file: Personal Financial Specialist.

Current advisory firm

  • Alkon Financial Services, LLCSince January 2010Boston, MA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2010 (16 years)
Designations
Personal Financial Specialist
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.