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Robert Stanton Forsythe

THIRD LAKE PARTNERS, LLC·TAMPA, Florida
Clean recordTHIRD LAKE PARTNERS, LLC
1600 E 8TH AVE, TAMPA, FL 33605CRD# 7082858Firm CRD# 299961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Stanton Forsythe · TAMPA, FL
Registration
CRD #7082858 · THIRD LAKE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Stanton Forsythe is a registered financial advisor based in TAMPA, Florida, affiliated with THIRD LAKE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THIRD LAKE PARTNERS, LLC
THIRD LAKE PARTNERS, LLC
AUM
$3.2B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at THIRD LAKE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7082858
Firm CRD# 299961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Stanton Forsythe offer?
Robert Stanton Forsythe specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Robert Stanton Forsythe's credentials?
Robert Stanton Forsythe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Stanton Forsythe located?
Robert Stanton Forsythe is based in TAMPA, Florida, working with THIRD LAKE PARTNERS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Robert Stanton Forsythe charge for services?
Robert Stanton Forsythe's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THIRD LAKE PARTNERS, LLC?
THIRD LAKE PARTNERS, LLC has approximately 16 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THIRD LAKE PARTNERS, LLC

Stewart Martin Oldfield
TAMPA, FL
Kristopher Scott Walker
TAMPA, FL
Ronald Gerald Wanek
TAMPA, FL
Karen Ann Wanek
TAMPA, FL
Shari Sue Wagner
TAMPA, FL
Case W Fell
TAMPA, FL

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