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Robert Charles Boylen

Robert Charles Capital Management

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About Robert Charles Boylen

Robert Charles Boylen is an Investment Advisor Representative at Robert Charles Capital Management. He is registered with the state of Michigan and Texas. Robert has been in the industry for over 30 years and has a Series 7, 63, and 65 license.

Firm Information

Robert Boylen is currently registered with Robert Charles Capital Management. Robert Charles Capital Management is an investment advisor with 1 investment advisor representative and 1 investment advisory function. The firm manages approximately $81,365,478 in regulatory assets under management. Robert Charles Capital Management provides advisory services to individuals, pooled investment vehicles, and pension and profit sharing plans.

$81.37M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial advice & consulting

Financial advice & consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Boylen’s Registration & Firm History

MI

03/19/2024 - Present

Robert Charles Capital Management (GRAND RAPIDS MI)

NA

11/24/1990 - 05/19/1993

DEAN WITTER REYNOLDS INC.

NA

08/04/1989 - 11/27/1990

MCDONALD & COMPANY SECURITIES, INC.

NA

01/08/1987 - 08/14/1989

THOMSON MCKINNON SECURITIES INC.

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Licenses & Designations

IA

Issued 10/27/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Charles Boylen.
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