Carolinas Investment Consulting LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Gammon is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor at Carolinas Investment Consulting LLC, Gammon has 10 years of practice in the financial advisory industry. Gammon holds a Series 63 license, which designates them as a securities broker. Gammon is registered to operate based out of North Carolina. Gammon has spent their career at Carolinas Investment Consulting LLC. Carolinas Investment Consulting LLC is located in Charlotte, North Carolina. As a registered advisory firm, Carolinas Investment Consulting LLC manages $1 billion in assets dispersed across 712 accounts and retains 24 staff members. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 228 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 41% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Carolinas Investment Consulting LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

5605 Carnegie Boulevard - Suite 400
Charlotte, NC 28209

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Carolinas Investment Consulting LLC Brokerage Details

Total Assets Under Management


NC Average: $3,625,019,099
Total Number of Employees


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Gammon Work History

Robert has 10 years of experience.

2008 - Present (11 years)

Carolinas Investment Consulting LLC


Robert Gammon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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