Robert Kinnie, financial advisor Greenwich CT
93 score

Robert Kinnie

CRD Number: 5629288
Current Firm: Strategic Advisers, Inc.

Robert Kinnie (CRD# 5629288) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwich, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Paramus, NJ Dec 2011 - Current 5
Ubs Financial Services Paramus, NJ May 2010 - Dec 2011 1
Merrill Lynch Montvale, NJ Dec 2008 - May 2010 1
Unemployed Montvale, NJ Oct 2008 - Nov 2008 < 1
Goldleaf Financial Solutions Brentwood, TN Apr 2004 - Sep 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Robert H. Kinnie
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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