Robert Alistair Mccall | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Alistair Mccall was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 52 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) RAMCCALL PLC; NON INVESTMENT RELATED; 504 DORSET CIRCLE, GRAND BLANC, MI 48439; PRACTICE OF LAW/ESTATE PLANNING; ATTORNEY; 5/2022; 60 HRS/MO DEVOTED; 50 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; ATTORNEY AT LAW. 2) ROBERT A MCCALL; YES INVESTMENT RELATED; 504 DORSET CIRCLE, GRAND BLANC, MI 48439; INVESTMENT ADVISORY AND INSURANCE SERVICES; PRINCIPAL; 3/2023; 30 HRS/MO DEVOTED; 17 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; ORIGINATOR OF BUSINESS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 12/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 7/6/2020

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 52

Date: 7/23/1993

Municipal Securities Representative Examination

General Industry/Product Exam

RR

Series 7

Date: 11/15/1986

General Securities Representative Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Mailing Address

Phone number

(800) 380-5040

Established

Firm type

Fiscal year end

# of Employees

78

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert A. Mccall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PORTFOLIO MEDICS, LLC

UBS FINANCIAL SERVICES INC.

NEW ENGLAND SECURITIES

IFMG SECURITIES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

ROBERTSON STEPHENS, INC.

SALOMON BROTHERS INC.

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2020

Series 63

Date: 12/17/1997

SIE

Date: 7/6/2020

Series 52

Date: 7/23/1993

Series 7

Date: 11/15/1986

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

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