Robert Leiphart, financial advisor Shelton CT

Robert Leiphart

CRD Number: 4141443
Current Firm: Rb Capital Management, LLC

Robert Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 23 years of experience in the finance industry. Robert Leiphart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rb Capital Management, LLC Shelton, CT Jun 2005 - Current 18
Birinyi And Associates Westport, CT Jan 2006 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Robert J. Leiphart
Phone Number: (775) 993-2900
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    1,335
    ACCOUNTS
  • Average Account Value
    $537,517
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, FL, LA, MA, MT, NC, NH, NV, NY, OR, SC, TX, WA

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