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Robert Leonard Fitzpatrick

CADENCE CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
Clean recordCADENCE CAPITAL MANAGEMENT LLC
265 FRANKLIN STREET, BOSTON, MA 02110-3113CRD# 1994432Firm CRD# 106561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Leonard Fitzpatrick · BOSTON, MA
Registration
CRD #1994432 · CADENCE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Leonard Fitzpatrick is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CADENCE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CADENCE CAPITAL MANAGEMENT LLC
CADENCE CAPITAL MANAGEMENT LLC
AUM
$2.1B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at CADENCE CAPITAL MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1994432
Firm CRD# 106561
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Leonard Fitzpatrick offer?
Robert Leonard Fitzpatrick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Robert Leonard Fitzpatrick's credentials?
Robert Leonard Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Leonard Fitzpatrick located?
Robert Leonard Fitzpatrick is based in BOSTON, Massachusetts, working with CADENCE CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Robert Leonard Fitzpatrick charge for services?
Robert Leonard Fitzpatrick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CADENCE CAPITAL MANAGEMENT LLC?
CADENCE CAPITAL MANAGEMENT LLC has approximately 19 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CADENCE CAPITAL MANAGEMENT LLC

Robert L Fitzpatrick
BOSTON, MA
Bart Jerome Oconnor
BOSTON, MA
David Brewster Breed
BOSTON, MA
James Paul Dokas
BOSTON, MA
Robert Edward Ginsberg
BOSTON, MA
William Bailey Bannick
BOSTON, MA

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Nearby cities in Massachusetts
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Research
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