AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Robert Lee Berner

GLOBAL LEISURE CAPITAL PARTNERS LLC·PALM BEACH, Florida
SIE, Series 7, Series 63, Series 79Clean recordGLOBAL LEISURE CAPITAL PARTNERS LLC
2054 VISTA PARKWAY, PALM BEACH, FL 33411CRD# 1198832Firm CRD# 161570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lee Berner · PALM BEACH, FL
Registration
CRD #1198832 · GLOBAL LEISURE CAPITAL PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL LEISURE CAPITAL PARTNERS LLC
CRD 161570 · SEC 801-79652
AUM
$181M
Regulatory assets under management
Employees
11
6 client accounts
Services offered by GLOBAL LEISURE CAPITAL PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GLOBAL LEISURE CAPITAL PARTNERS LLC →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH?

Browse all registered financial advisors in PALM BEACH, Florida or claim this profile if it's yours.

Browse PALM BEACH AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Robert Lee Berner offer?
Robert Lee Berner specializes in Retirement Planning. Contact their office in PALM BEACH, Florida for a consultation.
What are Robert Lee Berner's credentials?
Robert Lee Berner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Berner located?
Robert Lee Berner is based in PALM BEACH, Florida, working with GLOBAL LEISURE CAPITAL PARTNERS LLC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Robert Lee Berner charge for services?
Robert Lee Berner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL LEISURE CAPITAL PARTNERS LLC?
GLOBAL LEISURE CAPITAL PARTNERS LLC has approximately 11 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GLOBAL LEISURE CAPITAL PARTNERS LLC

Maja Spalevic
WELLINGTON, FL
Mark William Bruce Harms
WELLINGTON, FL

More Advisors in PALM BEACH, Florida

Alexander Trindade Harvey
HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, FL
Sophia Harvey Burnichon
HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, FL
Daniel Albert Ogden
DOCK STREET ASSET MANAGEMENT INC·PALM BEACH, FL
Paul William Davis
HUDSON VALUE PARTNERS, LLC·PALM BEACH, FL
Frank Emmett Shanley
DUDLEY & SHANLEY, INC.·PALM BEACH, FL
Ibrahim Albert Hallac
WESTON CAPITAL ASSET MANAGEMENT LLC·PALM BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile