Robert Payne, financial advisor Blue Bell PA

Robert Payne

CRD Number: 809454
Current Firm: Payne Capital Management, LLC

Robert Payne (CRD# 809454) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Payne Capital Management, LLC Blue Bell, PA Sep 2008 - Current 13
Keeter Payne Capital Management, LLC Blue Bell, PA Feb 2013 - Mar 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Payne
Phone Number: 646-461-7670
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    3,879
    ACCOUNTS
  • Average Account Value
    $269,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TN, TX, VA

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