Robert Butler, financial advisor Atlanta GA
93 score

Robert Butler

CRD Number: 5354362
Current Firm: Cedar Rowe Partners

Robert Butler (CRD# 5354362) is an Investment Advisor Representative working at Cedar Rowe Partners in Atlanta, GA and has over 4 years of experience in the finance industry. Robert Butler 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
Cedar Rowe Partners Atlanta, GA Oct 2016 - Current 1
The Ayco Company, L.p./mercer Allied Atlanta, GA Apr 2013 - Oct 2016 3
Medassets Alpharetta, GA Nov 2011 - Mar 2013 1
Unemployed Atlanta, GA Jan 2011 - Nov 2011 < 1
Auburn University Auburn, AL Aug 2009 - Dec 2010 1
Ibm Smyrna, GA Jun 2006 - Aug 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Robert G. Butler
Phone Number: 770-622-9937
Registered State(s):
  • AZ
  • VA
  • FL
  • GA
  • MD
  • IL
  • NC
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $545,056
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, GA, IL, MD, NC, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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