RP
Robert C. Paul
W1M WEALTH MANAGEMENT LIMITED
London, W1T 3JJ
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CRD#: 6984386
RP
Professional summary
Robert Charles Paul is a registered financial advisor currently at W1M WEALTH MANAGEMENT LIMITED .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 1 firm .
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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Paul'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
July 19, 2018 - Present
W1M WEALTH MANAGEMENT LIMITED
Office #1: Two Fitzroy Place 8 Mortimer Street, London, W1T 3JJRIA
CRD#: 132210
London,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
W1M WEALTH MANAGEMENT LIMITED
LONDON AND CAPITAL INTERNATIONS\LIMITED | W1M WEALTH MANAGEMENT LIMITED | LONDON AND CAPITAL WEALTH ADVISERS LTD | LONDON AND CAPITAL INVESTMENT ADVISORS, INC. | LONDON AND CAPITAL INVESTMENT ADVISORS LTD.
CRD#: 132210 / SEC#: 801-63787
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)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(7/19/2018)
Exams
Current Firm
WW
W1M WEALTH MANAGEMENT LIMITED
LONDON AND CAPITAL INTERNATIONS\LIMITED | W1M WEALTH MANAGEMENT LIMITED | LONDON AND CAPITAL WEALTH ADVISERS LTD | LONDON AND CAPITAL INVESTMENT ADVISORS, INC. | LONDON AND CAPITAL INVESTMENT ADVISORS LTD.
CRD#: 132210 / SEC#: 801-63787
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16 Babmaes Street, London, SW1Y 6AH
Mailing Address
Phone number
+44 207 396 3200
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,240 |
| AUM (Assets Under Management) | $ 1,993,768,681 |
Red Flags
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