Robert
Overall
Pathstone
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About this Advisor
Robert Overall is a financial advisor based in Winter Park, Florida, working with Pathstone. Robert has previously held positions at Water Oak Advisors, LLC, Crossfit Exalted, Eaton Vance Wateroak Advisors, and Pathstone. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Pathstone, which operates out of Winter Park, Florida. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
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
Pathstone
Eaton Vance Wateroak Advisors
Water Oak Advisors, LLC
Crossfit Exalted
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
Seattle, WA
Boston, MA
Boulder, CO
Englewood, NJ
Englewood, NJ
Potomac, MD
Englewood, NJ
Englewood, NJ
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