Unclaimed Profile

Robert Gary Katz

BAINCO INTERNATIONAL INVESTORS LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 22, Series 28, Series 63CFPClean record15 years registeredBAINCO INTERNATIONAL INVESTORS LLC

699 BOYLSTON STREET, BOSTON, MA 02116CRD# 1757493Firm CRD# 106053

Profile Verification

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

Identity

Robert Gary Katz · BOSTON, MA

Registration

CRD #1757493 · BAINCO INTERNATIONAL INVESTORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAINCO INTERNATIONAL INVESTORS LLC

CERITY PARTNERS LLC

Feb 2021 – Feb 2023

BOSTON, MA

BAINCO INTERNATIONAL INVESTORS LLC

Oct 2010 – Feb 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 28

Series 63

Registration record

First registered · October 8, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAINCO INTERNATIONAL INVESTORS LLC

CRD 106053 · SEC 801-29654

AUM

$1.0B

Regulatory assets under management

Employees

663 client accounts

Services offered by BAINCO INTERNATIONAL INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BAINCO INTERNATIONAL INVESTORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Gary Katz offer?

Robert Gary Katz specializes in Investment Management, Fee-Only Advisory.

What are Robert Gary Katz's credentials?

Robert Gary Katz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Gary Katz located?

Robert Gary Katz is based in BOSTON, Massachusetts, last registered with BAINCO INTERNATIONAL INVESTORS LLC.

How does Robert Gary Katz charge for services?

Robert Gary Katz'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 BAINCO INTERNATIONAL INVESTORS LLC?

BAINCO INTERNATIONAL INVESTORS LLC has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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