Nestegg Financial
38yrs
Top advisor by experience in North Attleboro
14yrs
Robert Markstein
Full name on record: Robert Loth Markstein
Financial advisor at Professional Management Associates
Robert Markstein has worked in the financial industry for 14 years and is a financial advisor based in North Attleboro, Massachusetts. Robert has been with Professional Management Associates since 2013. Professional Management Associates offers selecting outside investment managers.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 58% of advisors in North Attleboro
Office79 Homeward Lane, North Attleboro, MA 02760
How the firm is paid ?Other
Advisors at the firm2
States licensed ?1 state
Services through Professional Management Associates
Choosing other investment managersOther services
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.
None listed.
Career
- 2013 – nowProfessional Management Associates, Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Professional Management Associates at (508) 801-7936 and ask for Robert Markstein. Robert works from the North Attleboro, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2013, about 14 years. More experience than 58% of advisors in North Attleboro.
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?
Professional Management Associates reports being paid by other fees. 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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