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Robert James Everett

FSC ADVISORS
NORTH CANTON, OH
·CRD# 2450769·32 years experience

Professional Summary

Robert James Everett is a registered financial advisor currently at FSC ADVISORS LLC located in North Canton, Ohio. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 5 firms and has passed the Series 65 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

FSC ADVISORS LLC·CRD# 173892
RIA
920 South Main St 101, North Canton, OH 44720
January 21, 2015 - Present
WALL STREET FINANCIAL GROUP, INC.·CRD# 35830
BD
Victor, NY
January 3, 2002 - October 2, 2002
THE INVESTMENT CENTER, INC.·CRD# 17839
BD
Bedminster, NJ
January 2, 2001 - December 31, 2001
LOCUST STREET SECURITIES, INC.·CRD# 1703
BD
Des Moines, IA
January 8, 1999 - December 31, 2000
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Los Angeles, CA
March 3, 1994 - December 8, 1998

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Current Firm

FA
FSC ADVISORS LLC

FSC ADVISORS LLC

CRD#: 173892
Ohio
Registered Investment Advisory firm - Ohio (1/21/2015 Approved)
Texas
Registered Investment Advisory firm - Texas (4/23/2019 Conditional Restricted)

Contact Information

Main Address

920 South Main St 101, North Canton, OH 44720

Phone Number

(330) 494-8824

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

113

AUM (Assets Under Management)

$17,133,000

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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.

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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.
IAR
Ohio
(1/21/2015)
IAR
Texas
(4/23/2019)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2014About the Series 65 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert James Everett's CRS (Customer Relationship Summary).

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