Robert Shattuck (CRD# 5878704) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has over 11 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Athos Private Wealth | Highland, UT | Jul 2020 - Current | 3 |
| Iconiq Capital | San Francisco, CA | Jan 2019 - Aug 2020 | 1 |
| Iconiq Capital | San Francisco, CA | Jan 2016 - Dec 2018 | 2 |
| Iconiq Capital | San Francisco, CA | Oct 2014 - Dec 2015 | 1 |
| J.p. Morgan Securities LLC | Palo Alto, CA | Jul 2012 - Oct 2014 | 2 |
| Jpmorgan Chase Bank Na | Palo Alto, CA | Jul 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CA
- TX
- UT
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$638,146
- A percentage of assets under your management
- Performance-based fees
- 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)
- Other
CA, CO, TX, UT
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