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Robert Konstantine Dakis

CHURCHILL INVESTMENT MANAGEMENT LLC·CHARLOTTE, North Carolina
Clean recordCHURCHILL INVESTMENT MANAGEMENT LLC
4715 PARK RD, CHARLOTTE, NC 28209CRD# 7349085Firm CRD# 305060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Konstantine Dakis · CHARLOTTE, NC
Registration
CRD #7349085 · CHURCHILL INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Konstantine Dakis is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CHURCHILL INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHURCHILL INVESTMENT MANAGEMENT LLC
CHURCHILL INVESTMENT MANAGEMENT, LLC
AUM
$187M
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at CHURCHILL INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES
Regulatory
SEC/IARD CRD# 7349085
Firm CRD# 305060
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Konstantine Dakis offer?
Robert Konstantine Dakis specializes in Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Robert Konstantine Dakis's credentials?
Robert Konstantine Dakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Konstantine Dakis located?
Robert Konstantine Dakis is based in CHARLOTTE, North Carolina, working with CHURCHILL INVESTMENT MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Robert Konstantine Dakis charge for services?
Robert Konstantine Dakis's firm is compensated through percentage of aum, performance-based fees, other: advance, servicing, extension and modification fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCHILL INVESTMENT MANAGEMENT LLC?
CHURCHILL INVESTMENT MANAGEMENT LLC has approximately 85 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHURCHILL INVESTMENT MANAGEMENT LLC

Stephen Travis Masters
CHARLOTTE, NC
Anthony Michael Cardiero
CHARLOTTE, NC
Ragan Melanie Schneider
CHARLOTTE, NC
Derrick Matthew Land
CHARLOTTE, NC
Joseph Albert Grogan
CHARLOTTE, NC
Joshua Benjamin Zegen
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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