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Robin Jeanne Urciouli

Hightower Advisors, LLC

South Easton, MA

Chicago, IL

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Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-04-05
  • MA RA
    APPROVED
    Since 2023-04-05

Branch Locations

45 Bristol Drive, Suite 101, South Easton, MA 02375 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Financial Planning, Inc. South Easton MA 09/2010 08/2019
Bickling Financial Lexington MA 08/2019 03/2023
Hightower Advisors Chicago IL 03/2023 Present
  • 09/2010 → 08/2019
    Beacon Financial Planning, Inc.
    South Easton, MA
  • 08/2019 → 03/2023
    Bickling Financial
    Lexington, MA
  • 03/2023 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
  • 2020-03-11 → 2023-04-21
    Bickling Financial Services, Inc.
    South Easton, MA
  • 2012-03-29 → 2019-12-23
    Beacon Financial Planning, Inc.
    South Easton, MA
  • 2015-04-21 → 2016-02-19
    Beacon Financial Planning, Inc
    South Easton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2016-09-30
Designations
Other Names
  • Robin Jeanne Urciuoli

View on SEC IAPD

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Other Offices

GREAT OAK CAPITAL PARTNERS, LLC · SOUTH EASTON, MA
FIVE CORNERS FINANCIAL SERVICES · EASTON, MA
COMMONWEALTH FINANCIAL NETWORK · SOUTH EASTON, MA
PFS INVESTMENTS INC. · S EASTON, MA
CLARY FINANCIAL, INC · SO. EASTON, MA
CLARY FINANCIAL, INC · SO. EASTON, MA
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