Robert Alden Hoey

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1990 → Present
  Marsh Kemp Insurance
  Worcester, MA

Other Businesses

1. FIXED INSURANCE SALES, CONDUCTED AT BRANCH LOCATION, APPROXIMATELY 20% TIME SPENT DURING SECURITIES HOURS, INVESTMENT REALTED 2. NOTARY PUBLIC, AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. Owner, Hoey Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located at 28 Park Avenue, Suite one, Worcester, MA 01605; as of 6/23/2025; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-04-18

Designations

• Certified Financial Planner