Senior Vice President/managing Director · Vestmark Advisory Solutions, Inc.
Robert G. Battista
CRD 4927631 · Named on Form ADV at one SEC-registered adviser
At a glance
Vestmark Advisory Solutions, Inc., an SEC-registered wealth manager based in Wakefield, MA with $49.9 billion in regulatory assets, lists Robert G. Battista on its Form ADV as Senior Vice President/managing Director, a control person.
Firms and roles
- Vestmark Advisory Solutions, Inc.Senior Vice President/managing DirectorWealth manager · Wakefield, MA · $50B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sennet I. RubinVice President, Vestmark Advisory Solutions, Inc.
- Denise M. AdamczykChief Compliance Officer, Vestmark Advisory Solutions, Inc.
- Conor W DalyChief Legal Officer, Vestmark Advisory Solutions, Inc.
- Maral P BoyadjianSVP, Head of Portfolio Management, Vestmark Advisory Solutions, Inc.
- Angela W. GingrasVice President, Advisory Operations, Vestmark Advisory Solutions, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.