Unclaimed Profile

Robert Stirling Phipps

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas

Series 6, Series 26, Series 63, Series 6522 years registeredPER STIRLING CAPITAL MANAGEMENT, LLC

4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 1676726Firm CRD# 151671

Profile Verification

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

Identity

Robert Stirling Phipps · AUSTIN, TX

Registration

CRD #1676726 · PER STIRLING CAPITAL MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PER STIRLING CAPITAL MANAGEMENT, LLC

Nov 2009 – present

CHOICE ADVISORY GROUP, INC.

Oct 2009 – Dec 2010

AUSTIN, TX

CACH CAPITAL MANAGEMENT, LLC

Mar 2007 – Sep 2009

AUSTIN, TX

CHOICE ADVISORY GROUP, INC.

Jun 2005 – Apr 2007

AUSTIN, TX

CHOICE INVESTMENTS, INC.

Jun 2005 – Jul 2006

AUSTIN, TX

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Aug 2003 – Jul 2005

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · August 27, 2003

Years registered · 22

Disclosure History

2004Customer Dispute·Settled

2003Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

CRD 151671 · SEC 801-70707

AUM

$1.2B

Regulatory assets under management

Employees

3,400 client accounts

Services offered by PER STIRLING CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PER STIRLING CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Stirling Phipps offer?

Robert Stirling Phipps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Robert Stirling Phipps's credentials?

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

Where is Robert Stirling Phipps located?

Robert Stirling Phipps is based in AUSTIN, Texas, working with PER STIRLING CAPITAL MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Robert Stirling Phipps charge for services?

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

How large is PER STIRLING CAPITAL MANAGEMENT, LLC?

PER STIRLING CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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