Robert Kinnie (CRD# 5629288) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 15 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napatree Capital LLC | Westerly, RI | Aug 2023 - Current | < 1 |
| Willmington Trust | Greenwich, CT | Apr 2022 - Jul 2023 | 1 |
| People's United Advisors, Inc. | Bridgeport, CT | Apr 2018 - Apr 2022 | 4 |
| People's Securities, Inc. | Bridgeport, CT | Nov 2016 - Apr 2022 | 5 |
| Gerstein Fisher | New York, NY | Sep 2016 - Nov 2016 | < 1 |
| Gfa Securities LLC | New York, NY | Sep 2016 - Nov 2016 | < 1 |
| Fidelity Investments | Paramus, NJ | Dec 2011 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- RI
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$509,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, MA, NH, RI, TX
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