Robert Albert Littlefield

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Beverly, MA
• 11/1985 → Present
  Littlefield & Assoc.
  Beverly, MA
• 11/2017 → Present
  Littlefield Wealth Services
  Beverly, MA

Other Businesses

(1)Name of Business: Littlefield & Davidson Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Hold myself out as owner of Littlefield & Davidson Wealth Services. Do not receive compensation from this company (2)Name of Business: Littlefield Wealth Services Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We hold Littlefield Wealth Services out to the public as a DBA. There is no money that passes through this entity. (3)Name of Business: Littlefield& Asociates Address: 715 Hale St, Beverly, MA, 01915-2138, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/23/1986 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (4)Name of Business: LITTLEFIELD& ASSOC. Address: 715 Hale Street, Beverly, MA, 01915, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/19/1985 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-08
• S63 Uniform Securities Agent State Law Examination
  1983-10-06

Other Names

• Robert Littlefield