Robert SytzCRD Number: 1258313
Current Firm: Brightworth, LLC
Robert Sytz (CRD# 1258313) is an Investment Advisor Representative working at Brightworth, LLC in Charlotte, NC and has over 33 years of experience in the finance industry. Robert Sytz 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Mcgill Advisors, A Division Of Brightworth||Charlotte, NC||Jul 2017 - Current||< 1|
|Mcgill Advisors, Inc. (formerly Select Consulting, Inc.)||Charlotte, NC||Dec 1999 - Jun 2017||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,029MILLIONS
Total Number of Accounts7,137ACCOUNTS
Average Account Value$424,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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