Robert Mann, financial advisor Woodstock CT

Robert Mann

CRD Number: 318870
Current Firm: Advisor's Capital Investments Inc,

Robert Mann (CRD# 318870) is an Investment Advisor Representative working at Advisor's Capital Investments Inc, in Woodstock, CT and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Capital Research,inc. Woodstock, CT Mar 2005 - Current 19
Advisor's Capital Corp. Woodstock, CT Jun 1997 - Current 26
Advisor's Capital Investments, Inc. Woodstock, CT Mar 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1981
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert K. Mann
Phone Number: (860) 963-0722
Registered State(s):
  • CT
  • FL
  • MA
Current Firm Details
Advisor's Capital Investments Inc,
Firm's CRD Number: 104811
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $19,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, MA

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