Robert Charles Ouimet
Investment adviser representative at Capital Analysts
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Capital AnalystsMar 2021 to now
- Lincoln InvestmentMar 2021 to now
- UnemployedJan 2021 to Mar 2021
- Financial Engines Advisors L.L.C.Nov 2020 to Jan 2021
- Russell InvestmentsMar 2008 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4651091
- Firm CRD
- 162200