Unclaimed Profile

Robert Lee Berner

GLOBAL LEISURE CAPITAL PARTNERS LLC·PALM BEACH, Florida

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Robert Lee Berner is a registered financial advisor based in PALM BEACH, Florida, affiliated with GLOBAL LEISURE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

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 →

Firm Overview

Firm

GLOBAL LEISURE CAPITAL PARTNERS LLC

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL LEISURE CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1198832

Firm CRD# 161570

View on FINRA BrokerCheck →

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 Advisors Are you this advisor? Claim profile

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 →