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Robert E. Washburn
WASHBURN CAPITAL MANAGEMENT
Vero Beach, FL 32960
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CRD#: 1510709
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Professional summary
Robert Everett Washburn, CFP® is a registered financial advisor currently at WASHBURN CAPITAL MANAGEMENT INC. located in Vero Beach, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 2 firms and has passed the Series 63, Series 22 and Series 39 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Everett Washburn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 15, 2003 - Present
WASHBURN CAPITAL MANAGEMENT INC.
Office #1: 70 Royal Palm Pointe Suite C, Vero Beach, FL 32960RIA
CRD#: 125708
Vero Beach, FL
Past
September 11, 1986 - April 3, 1995
WESTMINSTER CAPITAL INVESTMENTS, LTD.
BD
CRD#: 18019
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WASHBURN CAPITAL MANAGEMENT INC.
PARADIGM OF INDIAN RIVER, INC. | WASHBURN CAPITAL MANAGEMENT INC.
CRD#: 125708 / SEC#: 801-112874
RIA
Registered Investment Advisory firm - (4/20/2018 Approved)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Massachusetts
Registered Investment Advisory firm - (12/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (2/28/2019 Terminated)North Carolina
Registered Investment Advisory firm - (9/17/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (12/7/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/15/2003)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WC
WASHBURN CAPITAL MANAGEMENT INC.
PARADIGM OF INDIAN RIVER, INC. | WASHBURN CAPITAL MANAGEMENT INC.
CRD#: 125708 / SEC#: 801-112874
RIA
Registered Investment Advisory firm - (4/20/2018 Approved)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Massachusetts
Registered Investment Advisory firm - (12/7/2018 Terminated)New Hampshire
Registered Investment Advisory firm - (2/28/2019 Terminated)North Carolina
Registered Investment Advisory firm - (9/17/2019 Terminated)Rhode Island
Registered Investment Advisory firm - (12/7/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
70 Royal Palm Pointe Suite C, Vero Beach, FL 32960
Mailing Address
Phone number
(772) 564-7291
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 513 |
| AUM (Assets Under Management) | $ 237,330,311 |
Red Flags
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Company Information
WASHBURN CAPITAL MANAGEMENT INC.
CRD#: 125708Vero Beach, FL 32960TRUST BUT VERIFY
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