Robert G. Kahl

SABINO INVESTMENT MANAGEMENT, L.L.C.

Tucson, AZ 85719

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CRD#: 1679463

Professional summary

Robert Gerald Kahl, CFA is a registered financial advisor currently at SABINO INVESTMENT MANAGEMENT, L.L.C. located in Tucson, Arizona.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 2 firms and has passed the Series 65 and Series 2 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gerald Kahl'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®

CFA

Chartered Financial Analyst

Experience

Current

November 21, 2014 - Present

SABINO INVESTMENT MANAGEMENT, L.L.C.

Office #1: 2448 E 6th Street, Tucson, AZ 85719

RIA

CRD#: 114024

Tucson, AZ

Past

July 12, 2013 - December 31, 2014

DYNAMIC

RIA

CRD#: 151367

TUCSON, AZ

Past

January 1, 1999 - November 15, 2013

SABINO INVESTMENT MANAGEMENT, L.L.C.

RIA

CRD#: 114024

TUCSON, AZ

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

Arizona
(11/21/2014)

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: 4/2/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 5/15/1990

Non-Member General Securities Examination

Current Firm

SABINO INVESTMENT MANAGEMENT, L.L.C.

CRD#: 114024 / SEC#: 801-68747

RIA

Registered Investment Advisory firm - (4/30/2009 Terminated)

Arizona

Registered Investment Advisory firm - (11/21/2014 Approved)

California

Registered Investment Advisory firm - (12/15/2013 Terminated)

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

2448 E 6th Street, Tucson, AZ 85719

Mailing Address

Phone number

(520) 233-7613

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 7,400,000

Red Flags

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

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Robert G. Kahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gerald Kahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

SABINO INVESTMENT MANAGEMENT, L.L.C.

DYNAMIC

SABINO INVESTMENT MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/1997

Series 2

Date: 5/15/1990

Current Firm

SABINO INVESTMENT MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SABINO INVESTMENT MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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