Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial_advisor professionals in Wellesley Hills.
We verify your phone before sharing it — no spam.
Barton Robert Holl is a financial_advisor professional located in Wellesley Hills, MA. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
Barton Robert Holl - Sun Life Institutional Distributors (U.S.) Llc holds an active professional license (FINRA CRD) for your protection.
Looking for a financial_advisor professional in Wellesley Hills, MA? Contact Barton Robert Holl to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
How much does financial_advisor cost in Wellesley Hills, MA?
View 2026 pricing guide with cost breakdowns and local data
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Barton Robert Holl - Sun Life Institutional Distributors (U.S.) Llc will respond directly.
Barton Robert Holl operates through Sun Life Institutional Distributors (U.S.) LLC in Wellesley Hills, Massachusetts, bringing 26 years of experience in financial advisory services. He holds a FINRA CRD license number 1237156, which enables him to work within the regulatory framework governing securities and investment professionals. His tenure in the financial services industry reflects sustained involvement in institutional distribution and advisory work.
A FINRA CRD license indicates that Barton Robert Holl is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities firms and brokers in the United States. This registration means he operates under FINRA's compliance rules and is subject to their oversight and disciplinary procedures. The CRD (Central Registration Depository) number serves as his official identifier within the securities industry regulatory system, signaling that his activities in financial advisory and institutional distribution are monitored for adherence to federal securities laws and industry standards.