Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
26yrs
Patrick Robb
Full name on record: Patrick Eric Robb
Financial advisor at Marble Harbor Investment Counsel
Patrick Robb has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Boston, Massachusetts. Patrick joined Marble Harbor Investment Counsel in 2008, a firm offering investment management and private fund management. Marble Harbor Investment Counsel reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 24% by experience in Boston
Office101 Federal Street Suite 2920, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.51 million
Advisors at the firm4
States licensed ?2 states
Services through Marble Harbor Investment Counsel
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2008 – nowMarble Harbor Investment Counsel, LLCCurrent firm
Contact Patrick
(617) 956-6710Marble Harbor Investment Counsel main office 101 Federal Street Suite 2920Boston, MA 02110Office · Get directions LinkedIn pageMarble Harbor Investment Counsel
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Patrick
How do I contact Patrick?
Call Marble Harbor Investment Counsel at (617) 956-6710 and ask for Patrick Robb. Patrick works from the Boston, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 26 years. Top 24% by experience in Boston.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Marble Harbor Investment Counsel reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Patrick 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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