Foster Victor Wealth Advisors

Investment Advisor
in Greenville, SC

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About this Advisor

Robert Coleman is a certified financial planner operating in Greenville, South Carolina, with a total of 11 years of experience as a financial advisor. Coleman is currently employed by Foster Victor Wealth Advisors. Coleman has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Foster Victor Wealth Advisors, LLC. Coleman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina. Foster Victor Wealth Advisors is a business based out of Greenville, South Carolina. It manages $1 billion in total assets across its 3,936 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,936 customer accounts, 29% belong to high-net-worth investors who have more than $1 million in assets available to invest. Foster Victor Wealth Advisors has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on the type of services. However, fee types charged by Foster Victor Wealth Advisors likely include asset-based and fixed fees.

Certifications and Registrations


Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

10 S. Academy Street Suite 250
Greenville, SC 29601

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Foster Victor Wealth Advisors Brokerage Details

Total Assets Under Management


SC Average: $646,059,043
Total Number of Employees


SC Average: 13
Total Number of Accounts


SC Average: 661
Average Account Size


SC Average: $977,396

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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

Robert Coleman Work History

Robert has 11 years of experience.

2016 - Present (7 years)

Foster Victor Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Northwestern Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Northwestern Mutual Wealth Management Company

2011 - 2016 (5 years)

Northwestern Mutual Investment Services, LLC


Robert Coleman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Foster Victor Wealth Advisors

Erik Mizell
Greenville, SC
Robert Coleman
Greenville, SC
Kendall King
Greenville, SC
Katherine Sanders
Greenville, SC
Sara Clough
Greenville, SC
Randall Baughman
Greenville, SC
Andrew Brown
Greenville, SC
Robert Victor
Greenville, SC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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