Robert W. Little
Professional summary
Robert W Little Jr., who also goes by Rob Winfield Little, Robert W. Little, Robert Winfield Little Jr., is a registered financial advisor currently at CAPACUITY LLC located in Lake Mary, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 3 firms and has passed the Series 66 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert W Little Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2018 - Present
CAPACUITY LLC
Office #1: 300 International Parkway Suite 350, Lake Mary, FL 32746July 29, 2004 - November 16, 2009
THE BOGDAHN GROUP
March 6, 2000 - July 29, 2004
BURGESS CHAMBERS & ASSOCIATES INC
Primary Firm SEC Registration
CAPACUITY LLC
CRD#: 297679 / SEC#: 801-113636
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/24/2018)
Current Firm
CAPACUITY LLC
CRD#: 297679 / SEC#: 801-113636
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 10,601,699,879 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 11/19/2024 | ||
| 12/26/2023 | ||
| 09/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CAPACUITY LLC
CRD#: 297679Lake Mary, FL 32746TRUST BUT VERIFY
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