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Director and Chief Compliance Officer · Assabet Advisors, LLC

Robert E. Jacobsen

CRD 6413252 · Named on Form ADV at one SEC-registered adviser

At a glance

Assabet Advisors, LLC, an SEC-registered wealth manager based in Holden, MA with $171 million in regulatory assets, lists Robert E. Jacobsen on its Form ADV as Director and Chief Compliance Officer, a control person.

Firms and roles

  • Assabet Advisors, LLCDirector and Chief Compliance OfficerWealth manager · Holden, MA · $171M 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
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.