RM
Robert F. Mcgowan
DAVINCI CAPITAL MANAGEMENT
Cambridge, MA 02141
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CRD#: 1733686
RM
Professional summary
Robert Francis Mcgowan is a registered financial advisor currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts and CIP CAPITAL MANAGEMENT, LLC located in Cambridge, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 51 and Series 26 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 CIP GROUP / COMPREHENSIVE INSURANCE PROVIDERS 799 CAMRIDGE STREET, CAMBRIDGE, MA 02141 INSURANCE AGENCY AGENT / FIXED INSURANCE JUNE 2004 NOT INVESTMENT RELATED, APPROX. 2 HR/WEEK CIP CAPITAL MANAGEMENT LLC 799 CAMBRIDGE STREET, CAMBRIDGE MA 02141 REGISTERED INVESTMENT ADVISOR JUNE 2022 INVESTMENT RELATED, APPROX 20 HRS/WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Robert Francis Mcgowan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert Francis Mcgowan'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®
NoneExperience
Current
December 5, 2008 - Present
DAVINCI CAPITAL MANAGEMENT, INC.
Office #1: 801 Cambridge Street, Cambridge, MA 02141RIA
BD
CRD#: 46897
Cambridge, MA
Current
January 11, 2023 - Present
CIP CAPITAL MANAGEMENT, LLC
Office #1: 799 Cambridge Street, Cambridge, MA 02141RIA
CRD#: 321225
CAMBRIDGE, MA
Current
June 27, 2005 - Present
DAVINCI CAPITAL MANAGEMENT, INC.
Office #1: 801 Cambridge Street, Cambridge, MA 02141RIA
BD
CRD#: 46897
Cambridge, MA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(1/19/2007)
IAR
Massachusetts(12/5/2008)
RR
Rhode Island(1/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DAVINCI CAPITAL MANAGEMENT, INC.
DAVINCI CAPITAL MANAGEMENT INC. | DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897 / SEC#: 801-56514, 8-51580
RIA
Registered Investment Advisory firm - SEC (1/30/2009 Terminated)Connecticut
Registered Investment Advisory firm - SEC (11/21/2017 Terminated)Maine
Registered Investment Advisory firm - SEC (11/12/2021 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (12/8/2008 Approved)New Hampshire
Registered Investment Advisory firm - SEC (6/10/2009 Approved)New Jersey
Registered Investment Advisory firm - SEC (12/17/2024 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (11/21/2017 Terminated)Texas
Registered Investment Advisory firm - SEC (3/29/2024 Conditional Restricted)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
801 Cambridge St., Cambridge, MA 02141
Mailing Address
801 Cambridge St., Cambridge, MA 02141
Phone number
(617) 354-3222
Established
Delaware since 12/15/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 40,216,551 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897Cambridge, MA 02141TRUST BUT VERIFY
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