AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RH

Robert Correlius Hinckle

NATIXIS DISTRIBUTION
Devon, PA
·CRD# 2187551·31 years experience

Professional Summary

Robert Correlius Hinckle, who also goes by Robert C Hinckle, Bear Hinckle, is a registered financial advisor currently at NATIXIS DISTRIBUTION, LLC located in Devon, Pennsylvania. Robert is registered as a RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert C Hinckle, Bear Hinckle

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

31 years in the financial services industry

Current & Past Employments

NATIXIS DISTRIBUTION, LLC·CRD# 34754
BD
Devon, PA
April 16, 1999 - Present
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
January 13, 1999 - April 19, 1999
OLD MUTUAL INVESTMENT PARTNERS·CRD# 44916
BD
Boston, MA
June 9, 1998 - December 31, 1998
SEI INVESTMENTS DISTRIBUTION CO.·CRD# 10690
BD
Oaks, PA
May 6, 1998 - July 7, 1998
FIDELITY DISTRIBUTORS COMPANY LLC·CRD# 17507
BD
Smithfield, RI
June 9, 1997 - April 1, 1998
INVESTEC INC.·CRD# 18553
BD
New York, NY
March 27, 1996 - March 4, 1997
SIG SPECIALISTS, INC.·CRD# 21831
BD
New York, NY
May 30, 1995 - February 20, 1996
SEARLE & CO.·CRD# 13035
BD
Greenwich, CT
February 11, 1992 - May 15, 1992

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

ND
NATIXIS DISTRIBUTION, LLC

CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. | TNE INVESTMENT SERVICES, L.P. | NVEST FUNDS DISTRIBUTOR, L.P. | NGAM DISTRIBUTION, L.P. | NEW ENGLAND FUNDS, L.P. | NATIXIS DISTRIBUTORS, L.P. | NATIXIS DISTRIBUTION, LLC | NATIXIS DISTRIBUTION, L.P. | IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P.

CRD#: 34754 / SEC#: 8-46325
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

888 Boylston Street Suite 800, Boston, MA 02199-8197

Mailing Address

888 Boylston Street Suite 800, Boston, MA 02199-8197

Phone Number

(617) 449-2828

Established

Delaware since 07/23/1993

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
NATIXIS INVESTMENT MANAGERS, LLCSOLE MEMBER—
BESSER, WARREN TAYLOREXECUTIVE VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER5327765
GIUNTA, DAVID LAWRENCEPRESIDENT, CHIEF EXECUTIVE OFFICER2290469
LOUREIRO, ANTHONY DAVIDCHIEF COMPLIANCE OFFICER2087464
ROSH, MARILYN VINTONSENIOR VICE PRESIDENT, PRINCIPAL OPERATIONS OFFICER4206001
TOBIN, SUSAN MCWHANEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL4649471

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Delaware
(5/13/2004)
RR
District of Columbia
(1/12/2017)
RR
Maryland
(5/13/2004)
RR
New York
(10/16/2018)
RR
Pennsylvania
(5/13/2004)
RR
Virginia
(1/12/2017)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2016About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Robert Correlius Hinckle's CRS (Customer Relationship Summary).

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
RH
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required