Unclaimed Profile

Robert Cheney Stimson

LITTLE HOUSE CAPITAL, LLC·BRAINTREE, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 86, Series 87Clean record15 years registeredLITTLE HOUSE CAPITAL, LLC

35 BRAINTREE HILL PARK, BRAINTREE, MA 02184CRD# 1704253Firm CRD# 290070

Profile Verification

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

Identity

Robert Cheney Stimson · BRAINTREE, MA

Registration

CRD #1704253 · LITTLE HOUSE CAPITAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LITTLE HOUSE CAPITAL, LLC

Nov 2017 – present

PEOPLE'S SECURITIES, INC.

Aug 2016 – Nov 2017

Boston, MA

PEOPLE'S SECURITIES, INC.

Dec 2012 – Jul 2014

BOSTON, MA

EASTERN INVESTMENT ADVISORS, INC.

Jan 2011 – Dec 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · January 18, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITTLE HOUSE CAPITAL, LLC

CRD 290070 · SEC 801-111981

AUM

$532M

Regulatory assets under management

Employees

610 client accounts

Services offered by LITTLE HOUSE CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LITTLE HOUSE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Cheney Stimson offer?

Robert Cheney Stimson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Robert Cheney Stimson's credentials?

Robert Cheney Stimson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Cheney Stimson located?

Robert Cheney Stimson is based in BRAINTREE, Massachusetts, working with LITTLE HOUSE CAPITAL, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Robert Cheney Stimson charge for services?

Robert Cheney Stimson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LITTLE HOUSE CAPITAL, LLC?

LITTLE HOUSE CAPITAL, LLC has approximately 8 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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