Robert
Fezza
Odyssey Personal Financial Advisors, LLC
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About this Advisor
Robert Fezza is a certified financial planner who works out of Roswell, Georgia with a total of 1 year of relevant experience. Fezza works at Odyssey Personal Financial Advisors, LLC. Throughout their career, they have worked at Augusta National Golf Club, Odyssey Personal Financial Advisors, LLC, Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Fezza holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Georgia, North Carolina, South Carolina, Texas and Virginia. Odyssey Personal Financial Advisors, LLC is an advisory company operating out of Roswell, GA. It oversees $229 million in assets across its 895 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 895 client accounts, 27% belong to high-net-worth clients who have more than $1 million in assets. Odyssey Personal Financial Advisors, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Odyssey Personal Financial Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Odyssey Personal Financial Advisors, LLC Brokerage Details
$229,300,000
5
895
$256,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Fezza Work History
Robert has been registered as a financial advisor for 1 years.*
Odyssey Personal Financial Advisors, LLC
Purshe Kaplan Sterling Investments
Augusta National Golf Club
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
*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 Fezza 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 Odyssey Personal Financial Advisors, LLC
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
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.