Edward Jones
34yrs
Top advisor by experience in Bedford
20yrs
Robert Ploder
Full name on record: Robert Frank Ploder
Financial advisor at Boston Harbor Investment Management
Based in Bedford, Massachusetts, Robert Ploder is a financial advisor with 20 years of industry experience. Robert has been with Boston Harbor Investment Management since 2014; before that, Robert spent a year at Ploder Capital Management. Robert holds the CFA designation.
At a glance
Experience20 years (since 2007)
How that compares ?Top 25% by experience in Bedford
Office110 Great Road Suite 302, Bedford, MA 01730
How the firm is paid ?Percent of assets
Typical client at the firm ?$558,137
Advisors at the firm4
States licensed ?1 state
Services through Boston Harbor Investment Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2014 – nowBoston Harbor Investment ManagementCurrent firm
- Jan 2007 – Dec 2007Ploder Capital Management, L.l.c.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Boston Harbor Investment Management at 978-290-0816 and ask for Robert Ploder. Robert works from the Bedford, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 20 years. Top 25% by experience in Bedford.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Boston Harbor Investment Management reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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