Robert
Schultz

Rollins Financial Advisors, LLC

CRD#5338514
Investment Advisor
in Atlanta, GA

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About this Advisor

Robert Schultz is a certified financial planner and chartered financial consultant based out of Atlanta, Georgia, with a total of 2 years of industry experience. Schultz is currently employed by Rollins Financial Advisors, LLC. Their career trajectory has included roles at Rollins Financial Advisors, LLC and Rollins Financial, Inc. Schultz has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Georgia. Rollins Financial Advisors, LLC is an advisory business that has its headquarters in Atlanta, GA. It controls $848 million in assets between its 977 client accounts, placing it among the larger firms in the United States by assets under management. Of its 977 customer accounts, 26% are associated with high-net-worth individuals who have more than $1 million in assets. Rollins Financial Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters and other services. Fees charged by financial advisors vary depending on which service is provided. Fee types billed by Rollins Financial Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets

Office Location

3343 Peachtree Road Ne Suite 500
Atlanta, GA 30326

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Rollins Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$848,307,681

GA Average: $3,570,121,308
Total Number of Employees

16

GA Average: 58
Total Number of Accounts

977

GA Average: 1,608
Average Account Size

$868,278

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other

Robert Schultz Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Rollins Financial Advisors, LLC

1998 - 2021 (23 years)

Rollins Financial, Inc

*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 Schultz 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 Rollins Financial Advisors, LLC

Shelley Fietsam
Atlanta, GA
Denay Gonzales
Atlanta, GA
Edward Wilcox
Atlanta, GA
Danielle Schultz
Atlanta, GA
Robert Schultz
Atlanta, GA
Joseph Rollins
Atlanta, 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.

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