Robert C. Boylen

ROBERT CHARLES CAPITAL MANAGEMENT

GRAND RAPIDS, MI

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CRD#: 1608814

Professional summary

Robert Charles Boylen, who also goes by Robert Boylen, is a registered financial advisor currently at ROBERT CHARLES CAPITAL MANAGEMENT located in Grand Rapids, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Boylen

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Boylen'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®

None

Experience

Current

May 2, 2016 - Present

ROBERT CHARLES CAPITAL MANAGEMENT

RIA

CRD#: 283124

GRAND RAPIDS, MI

Past

November 3, 2010 - July 25, 2014

NPF INVESTMENT ADVISORS

RIA

CRD#: 104683

GRAND RAPIDS, MI

Past

November 24, 1990 - May 19, 1993

MORGAN STANLEY DW INC.

CRD#: 7556

Past

August 4, 1989 - November 27, 1990

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

Past

January 8, 1987 - August 14, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

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

Michigan
(5/2/2016)

IAR

Texas
(3/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/27/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Current Firm

ROBERT CHARLES CAPITAL MANAGEMENT

CRYSTAL VIEW CAPITAL, LLC | ROBERT CHARLES CAPITAL MANAGEMENT

CRD#: 283124 / SEC#: 801-107383

RIA

Registered Investment Advisory firm - (7/15/2016 Terminated)

Michigan

Registered Investment Advisory firm - (7/15/2016 Approved)

Texas

Registered Investment Advisory firm - (3/19/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

187 Monroe Avenue Nw Suite 1202, Grand Rapids, MI 49503

Mailing Address

P.o. Box 1707, Grand Rapids, MI 49501

Phone number

(616) 293-6292

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	126
AUM (Assets Under Management)	$ 97,615,097

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert C. Boylen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Boylen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT CHARLES CAPITAL MANAGEMENT

NPF INVESTMENT ADVISORS

MORGAN STANLEY DW INC.

KEYBANC CAPITAL MARKETS INC.

THOMSON MCKINNON SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2010

Series 63

Date: 1/7/1987

Series 7

Date: 12/20/1986

Current Firm

ROBERT CHARLES CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROBERT CHARLES CAPITAL MANAGEMENT

TRUST BUT VERIFY

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