Craig
Robson
Regent Peak Wealth Advisors, LLC
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About this Advisor
Craig Robson is a financial advisor based in Atlanta, Georgia, working with Regent Peak Wealth Advisors, LLC. Craig has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na (Acquired By Merrill Lynch), Regent Peak Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Craig is part of Regent Peak Wealth Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 10 employees and manages assets totaling $611.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Regent Peak Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regent Peak Wealth Advisors, LLC Brokerage Details
$611,492,317
10
1,439
$424,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Robson Work History
Regent Peak Wealth Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Bank Of America, Na (Acquired By Merrill Lynch)
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Craig Robson 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 Regent Peak Wealth Advisors, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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