Robert Y. Anderson

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CRD#: 2803134

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 Young Anderson, CFP®, who also goes by Robert Anderson, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 8 firms and has passed the Series 63, Series 6 and Series 2 exams.

Biography

Rob has more than forty years of experience advising individuals and businesses in wealth management, tax planning, accounting, succession planning, and real estate investments.

Prior to joining Elevation Wealth Partners in 2023, he ran his own investment practice, Northgate Advisors, and worked at other local investment management firms. Rob began his career in public accounting and today remains the principal of his eponymous CPA firm.

When not playing his drums, you can find Rob and his wife Christine out on the golf course or volunteering in the community.

Question & Answer

What are your service offerings?

Investment Planning

Business Succession Planning

Estate Planning

Comprehensive Financial Planni...

Tax Planning

Insurance Planning

Retirement Planning

Education Planning

Divorce Planning

Are you a "fiduciary"?

Aliases

Robert Anderson

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®

CFP^®

Certified Financial Planner

Start date: 1992

Education

Azusa Pacific University

BA - Business Administration

Golden Gate University

SAN FRANCISCO, CA

Past

September 28, 2005 - March 6, 2009

BPM WEALTH MANAGEMENT, LLC

RIA

CRD#: 126494

SAN FRANCISCO, CA

Past

April 15, 1997 - September 19, 2005

BB&R WEALTH MANAGEMENT, INC.

RIA

CRD#: 125918

WALNUT CREEK, CA

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".

ELEVATION WEALTH PARTNERS, LLC

ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC

CRD#: 123971 / SEC#: 801-81152

RIA

Registered Investment Advisory firm - (3/17/2015 Approved)

California

Registered Investment Advisory firm - (4/17/2015 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

Series 63

Date: 9/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/25/2008

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 9/16/1996

Non-Member General Securities Examination

Current Firm

ELEVATION WEALTH PARTNERS, LLC

ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC

CRD#: 123971 / SEC#: 801-81152

RIA

Registered Investment Advisory firm - (3/17/2015 Approved)

California

Registered Investment Advisory firm - (4/17/2015 Terminated)

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Contact information

Main Address

200 Pringle Avenue Suite 400, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 962-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVATION FORM ADV PART 2A & B BROCHURE (2026) (2/23/2026)

Regulatory assets under management

Total Number of Accounts	1,000
AUM (Assets Under Management)	$ 670,748,146

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.

Contact information

(xxx) xxx-xxxx

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Robert Y. Anderson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

Azusa Pacific University

Golden Gate University

Experience

ELEVATION WEALTH PARTNERS, LLC

NORTHGATE ADVISORS

WEALTHSPIRE ADVISORS

BPM ADVISORS, INC.

VISTA WEALTH MANAGEMENT, LLC

VALMARK SECURITIES, INC.

BPM WEALTH MANAGEMENT, LLC

BB&R WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

ELEVATION WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/2008

Series 6

Date: 8/25/2008

Series 2

Date: 9/16/1996

Current Firm

ELEVATION WEALTH PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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