RM
RM

Robert Francis Mcgowan

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
8 clients
Average Client Portfolio
$330K average
Assets Under Management
$2.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

801 Cambridge Street, Cambridge, MA, 02141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert is an agent at The CIP Group / Comprehensive Insurance Providers since 2004, selling fixed insurance products, dedicating a few hours per week. He is also a registered investment advisor with CIP Capital Management LLC since 2022, spending about 10-20% of his time on this investment-related activity.

Employment History
Current Registrations
Cip Capital Management, LLC
January 2023 - Present · 3 yrs 1 mo
Davinci Capital Management INC.
December 2008 - Present · 17 yrs 2 mos
Davinci Capital Management, INC.Broker
June 2005 - Present · 20 yrs 8 mos
State Registrations2 states
MARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.