Robert W. Stebbins

INNOVEST PORTFOLIO SOLUTIONS LLC

Alameda, CA 94502

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CRD#: 2828277

Professional summary

Robert Walton Stebbins is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Alameda, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

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 Walton Stebbins'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

June 25, 2020 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 2239 Harbor Bay Parkway, Alameda, CA 94502

RIA

CRD#: 106110

Alameda, CA

Past

March 28, 2013 - June 10, 2020

ADVISORY CONSULTING GROUP LLC

RIA

CRD#: 142666

ALAMEDA, CA

Past

January 4, 2007 - December 31, 2012

ADVISORY CONSULTING GROUP LLC

RIA

CRD#: 142666

ALAMEDA, CA

Past

January 15, 2003 - December 12, 2006

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

OAKLAND, CA

Past

December 20, 2000 - December 12, 2006

CINCINNATI ANALYSTS, INC.

CRD#: 5478

OAKLAND, CA

Past

June 24, 1999 - December 20, 2000

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 7, 1997 - November 17, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 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

California
(6/25/2020)

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: 1/13/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/6/1997

General Securities Representative Examination

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 Approved)

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Contact information

Main Address

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237

Mailing Address

Phone number

(303) 694-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC (8/25/2025)

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/31/2025	Cover Page	Report
03/19/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert W. Stebbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Walton Stebbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY CONSULTING GROUP LLC

ADVISORY CONSULTING GROUP LLC

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

SUNAMERICA SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

INNOVEST PORTFOLIO SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/1997

Series 63

Date: 1/8/1997

Series 7

Date: 1/6/1997

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Accountant surprise examination report

Red Flags

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

TRUST BUT VERIFY

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