RL
CFA
RL
CFA

Robert Little

17 Years of Experience

Robert Little is a CFA-designated registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$10.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capacuity LLC
September 2018 - Present · 7 yrs 7 mos
Previous Registrations
The Bogdahn Group
July 2004 - November 2009 · 5 yrs 4 mos
Burgess Chambers & Associates INC
March 2000 - July 2004 · 4 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Little - Financial Advisor | TrueAdvisor