Robert Skloff
Silver Pine Capital · Medfield, Massachusetts
Robert Skloff is a fee-only financial advisor at Silver Pine Capital in Medfield, Massachusetts, who holds the CFA credential. Silver Pine Capital reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Silver Pine Capital |
|---|---|
| Based in | Medfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $41.8M across 45 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, MA, NH · CRD 4480570 |
| Exams passed | Series 63 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | silverpinecapital.com |
| Profile |
How Robert's firm compares
- Silver Pine Capital's average account is about $929,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Robert
Is Robert Skloff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Silver Pine Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Silver Pine Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Robert Skloff based?
Robert Skloff is based in Medfield, Massachusetts.
What credentials does Robert Skloff hold?
Robert Skloff holds the CFA credential.
Is Robert Skloff registered with the SEC?
Yes. Robert Skloff is registered as an investment adviser representative in CT, MA and NH (CRD 4480570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silver Pine Capital manage?
Silver Pine Capital reports $41.8M across 45 accounts in assets under management.
How do I contact Robert Skloff?
Through Robert's website, silverpinecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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