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Charles Robert Spetka

CWCAPITAL INVESTMENTS LLC·NEW YORK, New York
Unclaimed Profile
555 FIFTH AVENUE, NEW YORK, NY 10017CRD# 2269579Firm CRD# 144535
01

About

Charles Robert Spetka is a registered financial advisor based in NEW YORK, New York, affiliated with CWCAPITAL INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CWCI LLC
CWCI LLC
AUM
$270M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CWCI LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2269579
Firm CRD# 144535
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Robert Spetka offer?
Charles Robert Spetka specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Charles Robert Spetka's credentials?
Charles Robert Spetka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Robert Spetka located?
Charles Robert Spetka is based in NEW YORK, New York, working with CWCAPITAL INVESTMENTS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Charles Robert Spetka charge for services?
Charles Robert Spetka'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 CWCAPITAL INVESTMENTS LLC?
CWCAPITAL INVESTMENTS LLC has approximately 5 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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