Robert
Fezza
Odyssey Personal Financial Advisors, LLC
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About this Advisor
Robert Fezza is a financial advisor based in Roswell, Georgia, working with Odyssey Personal Financial Advisors, LLC. Robert has previously held positions at Augusta National Golf Club, Purshe Kaplan Sterling Investments, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Odyssey Personal Financial Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Florida, Georgia, New Jersey, North Carolina, South Carolina, Texas, and Virginia. Currently, Robert is part of Odyssey Personal Financial Advisors, LLC, which operates out of Roswell, Georgia. The firm has 5 employees and manages assets totaling $264.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Odyssey Personal Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Odyssey Personal Financial Advisors, LLC Brokerage Details
$263,970,000
5
914
$288,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Fezza Work History
Purshe Kaplan Sterling Investments
Odyssey Personal Financial Advisors, LLC
Augusta National Golf Club
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
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
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