Robert Little, financial advisor Lake Mary FL

Robert Little

CRD Number: 4726747
Current Firm: Capacuity LLC

Robert Little (CRD# 4726747) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capacuity LLC 300 International Parkway Suite 350, FL Jul 2018 - Current 3
Capacuity, LLC Lake Mary, FL Jul 2018 - Current 3
Sentinel Fiduciary Services, Inc. Orlando, FL Jul 2004 - Current 17
Lamco Advisory Services, Inc. Lake Mary, FL Aug 2013 - Jun 2018 4
Andco Consulting Orlando, FL Jan 2006 - May 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Robert W. Little
Phone Number: (407) 949-6889
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,889
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $105,097,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI

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