Robert E. Noles

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CRD#: 2645974

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 Edward Noles III, who also goes by Robert Edward Noles, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert Edward Noles

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)

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

Past

December 22, 2017 - March 4, 2019

VERISAIL PARTNERS, LLC

RIA

CRD#: 153751

CHAMBLEE, GA

Past

April 22, 2016 - February 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Atlanta, GA

Past

December 12, 2011 - January 20, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

METAIRIE, LA

Past

October 12, 2007 - February 2, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

METAIRIE, LA

Past

July 19, 2002 - August 6, 2007

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

April 27, 2000 - January 26, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 22, 1999 - April 19, 2000

BROWNCO, LLC

CRD#: 1326

BOSTON, MA

Past

January 13, 1997 - January 29, 1999

FIDELITY NATIONAL CAPITAL INVESTORS, INC.

CRD#: 30626

ATLANTA, GA

Past

October 16, 1996 - January 9, 1997

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

TAMPA, FL

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".

VERISAIL PARTNERS, LLC

SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC

CRD#: 153751 / SEC#: 801-113771

RIA

Registered Investment Advisory firm - (8/7/2018 Approved)

Georgia

Registered Investment Advisory firm - (10/5/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/31/2018 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: 12/6/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/12/2003

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/15/1996

General Securities Representative Examination

Current Firm

VERISAIL PARTNERS, LLC

SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC

CRD#: 153751 / SEC#: 801-113771

RIA

Registered Investment Advisory firm - (8/7/2018 Approved)

Georgia

Registered Investment Advisory firm - (10/5/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/31/2018 Terminated)

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Contact information

Main Address

5256 Peachtree Road Suite 170, Chamblee, GA 30341

Mailing Address

Phone number

(404) 220-7662

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERISAIL PARTNERS BROCHURE (1/23/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 251,111,000

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

Robert E. Noles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

GPC SECURITIES, INC.

IFG NETWORK SECURITIES, INC.

BROWNCO, LLC

FIDELITY NATIONAL CAPITAL INVESTORS, INC.

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

Primary Firm SEC Registration

VERISAIL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2017

Series 63

Date: 10/25/1996

SIE

Date: 2/1/2017

Series 55

Date: 8/12/2003

Series 7

Date: 10/15/1996

Current Firm

VERISAIL PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERISAIL PARTNERS, LLC

TRUST BUT VERIFY

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