Robert Joseph Payne

Current Employers

Payne Capital Management, Llc

231 West 29Th Street Suite 1002, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-26
NJ	RA	APPROVED	2026-01-26

FL RA
APPROVED

Since 2026-01-26
NJ RA
APPROVED

Since 2026-01-26

Branch Locations

564 Skippack Pike, Blue Bell, PA 19422 • United States

231 West 29Th Street Suite 1002, New York, NY 10001 • United States

Ocean City, NJ • United States

Naples, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Payne Capital Management, Llc	Blue Bell	PA	09/2008	Present

09/2008 → Present

Payne Capital Management, Llc

Blue Bell, PA

Previous Registrations

2013-10-16 → 2014-08-21

Keeter Payne Capital Management, Llc

Blue Bell, PA
2006-04-18 → 2006-12-31

Payne Wealth Management, Llc

Plymouth Meeting, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-04-17
S63	Uniform Securities Agent State Law Examination	1983-09-21

S65 Uniform Investment Adviser Law Examination

2006-04-17
S63 Uniform Securities Agent State Law Examination

1983-09-21

View on SEC IAPD

Current Employers

Payne Capital Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

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