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Robert Louis Kincel

WEATHERBIE CAPITAL, LLC·BOSTON, Massachusetts
SIE, Series 27, Series 99TOClean recordWEATHERBIE CAPITAL, LLC
265 FRANKLIN STREET, BOSTON, MA 02110CRD# 2747237Firm CRD# 105991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Louis Kincel · BOSTON, MA
Registration
CRD #2747237 · WEATHERBIE CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEATHERBIE CAPITAL, LLC
CRD 105991 · SEC 801-50672
AUM
$2.1B
Regulatory assets under management
Employees
8
247 client accounts
Services offered by WEATHERBIE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at WEATHERBIE CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Robert Louis Kincel offer?
Robert Louis Kincel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Robert Louis Kincel's credentials?
Robert Louis Kincel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Louis Kincel located?
Robert Louis Kincel is based in BOSTON, Massachusetts, working with WEATHERBIE CAPITAL, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Robert Louis Kincel charge for services?
Robert Louis Kincel'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 WEATHERBIE CAPITAL, LLC?
WEATHERBIE CAPITAL, LLC has approximately 8 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 WEATHERBIE CAPITAL, LLC

Alan Crane Kirby
BOSTON, MA
Matthew Alexander Weatherbie
BOSTON, MA
Elizabeth Ann Flanders
BOSTON, MA
Matthew Galletta
BOSTON, MA

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Research
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