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Robert George Dunbar

DUNBAR ASSOCIATES, LLC·MONROE, Connecticut
DUNBAR ASSOCIATES, LLC
71 TURKEY ROOST ROAD, MONROE, CT 06468CRD# 5663056Firm CRD# 323134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert George Dunbar · MONROE, CT
Registration
CRD #5663056 · DUNBAR ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Robert George Dunbar is a registered financial advisor based in MONROE, Connecticut, affiliated with DUNBAR ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DUNBAR ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5663056
Firm CRD# 323134
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert George Dunbar offer?
Robert George Dunbar specializes in Financial Planning, Investment Management. Contact their office in MONROE, Connecticut for a consultation.
What are Robert George Dunbar's credentials?
Robert George Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert George Dunbar located?
Robert George Dunbar is based in MONROE, Connecticut, working with DUNBAR ASSOCIATES, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Robert George Dunbar charge for services?
Robert George Dunbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNBAR ASSOCIATES, LLC?
DUNBAR ASSOCIATES, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DUNBAR ASSOCIATES, LLC

Keith Christian Cuomo
MONROE, CT
Michele Kristine Dunbar
MONROE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
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Research
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