Robert C. Leslie

MEADOW LAKE CAPITAL LLC

Houston, TX

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CRD#: 3070146

Professional summary

Robert Charles Leslie, who also goes by Rob Leslie, is a registered financial advisor currently at MEADOW LAKE CAPITAL LLC located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Leslie

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 Leslie's CRS (Customer Relationship Summary).

AIM ALTERNATIVE ASSET MANAGERS, L.P.

RIA

CRD#: 113428

HOUSTON, TX

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

Texas
(2/17/2022)

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

Current Firm

MEADOW LAKE CAPITAL LLC

CRD#: 318095 / SEC#:

Texas

Registered Investment Advisory firm - (2/17/2022 Approved)

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Contact information

Main Address

Houston, TX

Mailing Address

Phone number

(713) 443-7945

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 8,356,000

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. Leslie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MEADOW LAKE CAPITAL LLC

MOSAIC ADVISORS

PATRIOT WEALTH MANAGEMENT, INC.

BRASADA CAPITAL MANAGEMENT, LP

AIM ALTERNATIVE ASSET MANAGERS, L.P.

State Registrations and Notice Filings

Exams

Current Firm

MEADOW LAKE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MEADOW LAKE CAPITAL LLC

TRUST BUT VERIFY

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