Robert Carr, financial advisor Naples FL

Robert Carr

CRD Number: 5586883
Current Firm: First Trust Investment Solutions LP

Robert Carr (CRD# 5586883) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gyroscope Capital Management Naples, FL Jan 2020 - Current 4
Moors & Cabot Naples, FL Aug 2008 - Dec 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Robert Carr
Phone Number: (239) 219-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    799
    ACCOUNTS
  • Average Account Value
    $587,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY

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