Robert Sandler has been an investment adviser representative at Pension & Wealth Management Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Robert Sandler holds a Bachelor of Science in Business Administration with a concentration in Investments from Babson College.
Pension & Wealth Management Advisors, Inc. is a Waltham, MA firm with $530M under management, 523 clients and 9 advisers in one office, as of its May 2026 filing.
Robert D. Sandler is a wealth management advisor at Pension & Wealth Management Advisors, with over four decades of experience in investment management and portfolio strategy. He has held senior leadership and portfolio management roles at U.S. Trust and Bank of Boston, overseeing investment programs spanning corporate and institutional portfolios. Most recently he operated Double Eagle Capital Management as its sole owner and practitioner, providing portfolio management services to high-net-worth individuals.
Robert Sandler’s longest registration was 20 years at Double Eagle Capital Management, LLC (2005–2026). Before joining Pension & Wealth Management Advisors in 2026, Robert Sandler was registered through Double Eagle Capital Management, LLC.
- – present · under a yearWaltham, MA · Adviser representative · Firm CRD 309546
- Double Eagle Capital Management, LLC– · 20 yearsTopsfield, MA · Adviser representative · Firm CRD 136551
Investment adviser representative registrations
Robert Sandler is registered as an investment adviser representative in Massachusetts, since February 2026.
- MassachusettsSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2005 |
| Series 1 | Registered Representative Examination | 11 November 1978 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Representative Examination
- Full name
- Robert David Sandler
- CRD
- 859435
- Firm
- Pension & Wealth Management Advisors · CRD 309546
- Office
- 800 SOUTH STREET, SUITE 160, Waltham, MA 02453
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pensionwealth.com
Where does Robert Sandler work?
Robert Sandler is an investment adviser representative registered through Pension & Wealth Management Advisors, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Sandler a financial advisor?
Yes. Robert Sandler has a current investment-adviser registration in Massachusetts, through Pension & Wealth Management Advisors since February 2026.
How many years of experience does Robert Sandler have?
Robert Sandler has 21 years in the financial industry, since September 2005, across 2 adviser firms.
What exams has Robert Sandler passed?
Robert Sandler has passed 2 licensing exams: the Series 1 and Series 65. The earliest, the Series 1, was passed in November 1978.
Where is Robert Sandler based?
Robert Sandler’s registered office is in Waltham, MA.
Is Robert Sandler registered with FINRA?
No. Robert Sandler has no current broker registration.
How can I verify Robert Sandler’s record?
Search CRD 859435 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Sandler’s full registration record.
