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Robert Paul Mills

NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, New York
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5100 WEST GENESEE STREET, CAMILLUS, NY 13031CRD# 336049Firm CRD# 129860
01

About

Robert Paul Mills is a registered financial advisor based in CAMILLUS, New York, affiliated with NEWMAN LADD CAPITAL ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWMAN LADD CAPITAL ADVISORS, LLC.
NEWMAN LADD CAPITAL ADVISORS, LLC.
AUM
$86M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEWMAN LADD CAPITAL ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 336049
Firm CRD# 129860
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Paul Mills offer?
Robert Paul Mills specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMILLUS, New York for a consultation.
What are Robert Paul Mills's credentials?
Robert Paul Mills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Paul Mills located?
Robert Paul Mills is based in CAMILLUS, New York, working with NEWMAN LADD CAPITAL ADVISORS, LLC.. Their office serves clients in the CAMILLUS metropolitan area and surrounding communities.
How does Robert Paul Mills charge for services?
Robert Paul Mills'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 NEWMAN LADD CAPITAL ADVISORS, LLC.?
NEWMAN LADD CAPITAL ADVISORS, LLC. has approximately 2 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMILLUS
Andrew T Moen — NEWMAN LADD CAPITAL ADVISORS, LLC.James Francis Mccarthy — NEWMAN LADD CAPITAL ADVISORS, LLC.Daniel Alfred Parkin — NEWMAN LADD CAPITAL ADVISORS, LLC.Stephen Christopher Shope — SHOPE FINANCIAL PLANNING, INC.James Ray Shope — SHOPE FINANCIAL PLANNING, INC.
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