Forrest I. Robertson

BIP WEALTH

Atlanta, GA 30305

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CRD#: 2237591

Professional summary

Forrest Ivey Robertson III, CFP®, who also goes by Forrest I Robertson, Forrest IVey Robertson, Forrest Robertson, Robby Robertson, is a registered financial advisor currently at BIP WEALTH, LLC located in Atlanta, Georgia.

Forrest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Forrest has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Forrest I Robertson | Forrest Ivey Robertson | Forrest Robertson | Robby Robertson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Ivey Robertson III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

May 27, 2009 - Present

BIP WEALTH, LLC

Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

RIA

CRD#: 143208

Atlanta, GA

Past

May 27, 2009 - December 18, 2009

HONORVISE INVESTMENTS, LLC

RIA

CRD#: 147147

ATLANTA, GA

Past

April 1, 2003 - May 8, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ATLANTA, GA

Past

March 12, 1999 - May 8, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ATLANTA, GA

Past

January 1, 1993 - February 26, 1999

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

June 3, 1992 - July 24, 1992

F.N. WOLF & CO., INC.

CRD#: 13051

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/27/2009)

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 66

Date: 1/11/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/5/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/2/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/17/1994

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

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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Firm Stability Insights

Forrest I. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Ivey Robertson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

HONORVISE INVESTMENTS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2008

Series 63

Date: 6/5/1992

Series 7

Date: 6/2/1992

Series 8

Date: 3/17/1994

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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