Robert
Overall
Pathstone
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About this Advisor
Robert Overall is a certified financial planner working in Winter Park, Florida who has 1 year of relevant experience. Overall is currently employed by Pathstone. Their career trajectory has included roles at Water Oak Advisors, LLC, Eaton Vance Wateroak Advisors, Pathstone and Crossfit Exalted. Overall maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Florida. Pathstone is a registered investment company headquartered in Englewood, NJ. The firm has offices in 15 locations and a total of 297 people on staff. It manages $25 billion in assets under management among its 18,943 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 49 charitable organizations. Of its 18,943 accounts, 77% belong to high-net-worth individuals who have greater than $1 million in assets. Pathstone offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which services are offered. However, fee types charged by Pathstone may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Overall Work History
Robert has been registered as a financial advisor for 1 years.*
Pathstone
Eaton Vance Wateroak Advisors
Water Oak Advisors, LLC
Crossfit Exalted
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Overall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pathstone
Englewood, NJ
Seattle, WA
Englewood, NJ
Englewood, NJ
Winter Park, FL
Englewood, NJ
Winter Park, FL
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
