Unclaimed Profile

Robert Winfield Little

BOGDAHN CONSULTING, LLC.·ORLANDO, Florida

Series 66Clean record26 years registeredBOGDAHN CONSULTING, LLC.

4901 VINELAND ROAD, ORLANDO, FL 32811CRD# 4726747Firm CRD# 111964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Winfield Little · ORLANDO, FL

Registration

CRD #4726747 · BOGDAHN CONSULTING, LLC. · 26 years registered

Brand Profile

Not yet started

Career History

CAPACUITY LLC

Sep 2018 – present

THE BOGDAHN GROUP

Jul 2004 – Nov 2009

ORLANDO, FL

BURGESS CHAMBERS & ASSOCIATES INC

Mar 2000 – Jul 2004

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · March 6, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER INSTITUTIONAL, LLC

CRD 111964 · SEC 801-58253

AUM

$977M

Regulatory assets under management

Employees

24 client accounts

Services offered by MARINER INSTITUTIONAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARINER INSTITUTIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Winfield Little offer?

Robert Winfield Little specializes in Investment Management. Contact their office in ORLANDO, Florida for a consultation.

What are Robert Winfield Little's credentials?

Robert Winfield Little is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Winfield Little located?

Robert Winfield Little is based in ORLANDO, Florida, working with BOGDAHN CONSULTING, LLC.. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Robert Winfield Little charge for services?

Robert Winfield Little's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOGDAHN CONSULTING, LLC.?

BOGDAHN CONSULTING, LLC. has approximately 90 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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