Robert (nmn) Wilson
Professional Summary
Robert (nmn) Wilson, who also goes by Robert Wilson, is a registered financial advisor currently at CCA CAPITAL LLC located in Boston, Massachusetts. Robert is registered as a RR (Registered Representative) and started their career in finance in 2019. Robert has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Wilson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
CCA CAPITAL LLC | CPGLB CAPITAL LLC
Contact Information
Main Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Mailing Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Phone Number
(617) 570-2300Established
Delaware since 06/25/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CCA GROUP, LLC | SOLE MEMBER | — |
| PASQUALINI, MARTIN J | PRINCIPAL/DIRECTOR / VP | — |
| STAHLE, JAMES RICHARD | CEO / CCO / DIR./PRINCIPAL | — |
| WILSON, ROBERT (NMN) | CHIEF FINANCIAL OFFICER/FINOP | 6465354 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert (nmn) Wilson's CRS (Customer Relationship Summary).
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