Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Perry Mountain is an investment advisor representative with Mountain Capital Management Inc. located in Greenwich, Connecticut. Robert has been in the industry since March 1994 and holds a Series 65 license. Mountain Capital Management Inc. is a registered investment advisor firm headquartered in Greenwich, Connecticut. The firm's main business is managing portfolios for individuals and they have a total of 10 accounts with $60,620,900 in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
08/08/1994 - Present
Mountain Capital Management Inc. (GREENWICH CT)
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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