Robert Henry Cathcart

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 03/2025
  Infinex Investments, Inc
  Meriden, CT
• 01/2009 → Present
  Robert H Cathcart
  New Boston, NH
• 04/2016 → Present
  Trinity High School
  Manchester, NH
• 03/2025 → Present
  Lpl Financial
  New Boston, NH

Previous Registrations

• 2013-11-25 → 2025-04-02
  Osaic Institutions, Inc.
  Wethersfield, CT
  Meriden, CT
  Meriden, CT
  Manchester, NH
  Meriden, CT
  Meriden, CT
• 2011-07-07 → 2013-11-20
  Harvest Capital Advisors, Llc
  Wethersfield, CT
• 2008-05-08 → 2009-11-09
  Voya Financial Advisors, Inc.
  Grafton, MA
  New Boston, NH
• 2005-05-17 → 2007-12-31
  Mml Investors Services, Llc
  Bedford, NH
  Bedford, NH
• 2002-08-12 → 2005-05-18
  Waddell & Reed
  Manachester, NH

Other Businesses

1. 03/27/2025- Real Estate Rental- NH 03070- Inv Rel- 5 Hrs Per Mnth- Start Date 01/01/2020 2. 03/27/2025- Trinity High School- Coach/Sports/Fitness- NH 03104- 60 Hrs Per Mnth- 2 Hrs During Trading- Start Date 04/01/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-31
• S63 Uniform Securities Agent State Law Examination
  1991-06-07