With over 50 years of financial industry experience, CT Financial Partners was founded with a
mission to provide the best possible financial advice. We pride ourselves on our ability to offer
guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing
on everything from coordinating and managing your retirement income to estate planning.
Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.
Robert Tubridy is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Robert Tubridy is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Robert Tubridy is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Robert Tubridy is required to act in a fiduciary capacity.
Firm Start Year
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Name of Broker/Dealer
Name of Custodial Firm
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Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Can meet clients in the following ways
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Masters Degree In Finance - Finance
Certified Financial Planner - Financial Planning
Chartered Financial Consultant - Financial Planning
B.S. Finance - Finance
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Commonwealth Financial Network ADV 2A
Additional Detailed Disclosures
This communication strictly intended for individuals residing in the states of AL, CO, CT, FL, MA, NH, NC, RI, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.