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Robert Paul Larsen

Investment adviser representative at Btc Capital Management
17 yearsExperience
1 stateRegistered in
$4.6BFirm assets
23 yearsFirm in business

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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

17 years in the industry.

  1. Bankers Trust CompanyDec 2019 to now
  2. Btc Capital ManagementDec 2019 to now
  3. Chemical BankJan 2009 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (IA).

Btc Capital Management

Legal name: Btc Capital Management, Inc.

$4.6BAssets managed
80Clients
10Advisers
23 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
7254847
Firm CRD
127158
Advisor's SEC record (opens in a new tab)
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