Robert Amato, financial advisor Atlanta GA
96 score

Robert Amato

CRD Number: 2984669
Current Firm: Compass Wealth Management, LLC

Robert Amato (CRD# 2984669) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Robert Amato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors Inc. Norcross, GA Mar 2011 - Current 5
Compass Wealth Management LLC Atlanta, GA Mar 2011 - Current 5
Morgan Stanley Smith Barney Atlanta, GA Jun 2009 - Mar 2011 1
Citigroup Global Markets Inc. Atlanta, GA Aug 2006 - Jun 2009 2
Merrill Lynch Atlanta, GA Sep 2000 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Robert A. Amato
Phone Number: 678-619-2364
Firm Website:
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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