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RE

Robert S. Eads

EADS & HEALD WEALTH MANAGEMENT
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 2328096
RE

Professional summary

Robert Stewart Eads is a registered financial advisor currently at EADS & HEALD WEALTH MANAGEMENT located in Atlanta, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Stewart Eads'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®
None

Experience

Current

August 21, 2002 - Present

EADS & HEALD WEALTH MANAGEMENT

Office #1: 2100 Riveredge Parkway, Nw Suite 760, Atlanta, GA 30328
RIA
CRD#: 105524
ATLANTA, GA

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".
E&
EADS & HEALD WEALTH MANAGEMENT
EADS & HEALD INVESTMENT COUNSEL | R. STEWART EADS INVESTMENT COUNSEL, INC. | EADS & HEALD WEALTH MANAGEMENT

CRD#: 105524 / SEC#: 801-29263

RIA
Registered Investment Advisory firm - (3/30/1987 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
(4/2/2003)
IAR
North Carolina
(8/21/2002)

Exams

Current Firm

E&
EADS & HEALD WEALTH MANAGEMENT
EADS & HEALD INVESTMENT COUNSEL | R. STEWART EADS INVESTMENT COUNSEL, INC. | EADS & HEALD WEALTH MANAGEMENT

CRD#: 105524 / SEC#: 801-29263

RIA
Registered Investment Advisory firm - (3/30/1987 Approved)
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Contact information

Main Address
2100 Riveredge Pkwy N.w. Ste 760, Atlanta, GA 30328
Mailing Address
Phone number
(770) 988-9556
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EADS & HEALD WEALTH MANAGEMENT FORM ADV PART 2 AS OF 12/31/2023 (3/31/2025)

Regulatory assets under management

Total Number of Accounts225
AUM (Assets Under Management)$ 237,235,967

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.

Company Information

EADS & HEALD WEALTH MANAGEMENT

CRD#: 105524Atlanta, GA 30328

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