Unclaimed Profile

Robert Cheney Stimson

LITTLE HOUSE CAPITAL, LLC·BRAINTREE, Massachusetts

Clean recordLITTLE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Cheney Stimson is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with LITTLE HOUSE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LITTLE HOUSE CAPITAL, LLC

AUM

$532M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LITTLE HOUSE CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1704253

Firm CRD# 290070

View on FINRA BrokerCheck →

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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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