Robert Y. Anderson
ELEVATION WEALTH PARTNERS | Wealth Advisor
WALNUT CREEK, CA 94596
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CRD#: 2803134
Professional summary
Robert Young Anderson, CFP®, who also goes by Robert Anderson, is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has 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"?
Yes
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.
On August 9, 2021, Mr. Anderson formed Robert Anderson, CPA, Inc. for the purpose of providing income tax planning and tax preparation services. There will be no investment related services. Mr. Anderson anticipates the time involved will be 10 to 15 hours a month, none during securities trading hours. Mr. Anderson's duties will be performing the tax planning and tax preparation services.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Young Anderson's 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®
Start date: 1992
Education
Azusa Pacific University
BA - Business Administration
Golden Gate University
MBA - Taxation
Experience
Current
October 13, 2023 - Present
ELEVATION WEALTH PARTNERS, LLC
Office #1: 200 Pringle Avenue Suite 400, Walnut Creek, CA 94596RIA
CRD#: 123971
WALNUT CREEK, CA
Past
January 7, 2014 - April 11, 2024
NORTHGATE ADVISORS
RIA
CRD#: 169359
ANTHEM, AZ
Past
April 24, 2013 - December 9, 2013
WEALTHSPIRE ADVISORS
RIA
CRD#: 110666
SAN RAFAEL, CA
Past
August 15, 2012 - October 31, 2012
BPM ADVISORS, INC.
RIA
CRD#: 164441
PALO ALTO, CA
Past
April 15, 2009 - November 2, 2012
VISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 110252
SAN FRANCISCO, CA
Past
August 26, 2008 - February 28, 2012
VALMARK SECURITIES, INC.
BD
CRD#: 31243
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".
EW
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)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
Arizona(2/15/2024)
IAR
California(10/13/2023)
IAR
Texas(10/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 9/16/1996
Non-Member General Securities ExaminationCurrent Firm
EW
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
Mailing Address
Phone number
(707) 524-6131
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 582,090,191 |
Red Flags
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Company Information
ELEVATION WEALTH PARTNERS, LLC
Wealth AdvisorCRD#: 123971Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
