RL
CFP
RL
CFP

Robert John Leiphart

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4 Corporate Drive, Suite 482, Shelton, CT, 06484

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an insurance agent with several insurance companies, operating from his listed office. He spends minimal time on this activity.

Employment History
Current Registrations
Rb Capital Management, LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Rb Capital Management, LLC
June 2005 - December 2015 · 10 yrs 6 mos
Gunnallen Financial, INC
March 2004 - October 2004 · 7 mos
American Skandia Advisory Services, INC.
March 2003 - February 2004 · 11 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.