Robert Nichols Clary

Employer firm

Clary Financial, Inc CRD 128218

$92.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/1976 → Present
  Clary Financial Planning
  No. Easton, MA
• 10/1979 → Present
  Mcneish,Delorey Inc.
  No. Easton, MA
• 05/1995 → Present
  Clary Investment And Insurance Planning Corp..
  No. Easton, MA
• 01/1995 → Present
  North Easton Savings Bank
  North Easton, MA
• 01/2005 → Present
  Robert Clary
  No.EAston, MA

Other Businesses

INSURANCE PLANNING BUSINESS (LIFE, DISABILITY, HEALTH) OWNER RIA BUSINESS FIDELITY WEALTH MANAGEMENT DIVISION-2001 DIRECTOR- NORTH EASTON SAVINGS BANK 20 EASTON STREET EASTON, MA. 02375- 4 HOURS PER MONTH FOR BOARD MEETINGS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-06
• S63 Uniform Securities Agent State Law Examination
  1984-08-03