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Managing Member/chief Executive Officer/chief Investment Officer · Finiat, LLC

Robert L Bandy

CRD 4290169 · Named on Form ADV at one SEC-registered adviser

At a glance

Finiat, LLC, an SEC-registered asset manager based in Mount Dora, FL with $26 million in regulatory assets, lists Robert L Bandy on its Form ADV as Managing Member/chief Executive Officer/chief Investment Officer, a control person.

Firms and roles

  • Finiat, LLCManaging Member/chief Executive Officer/chief Investment OfficerAsset manager · Mount Dora, FL · $26M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.