Robert B. Hutto

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CRD#: 2930123

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 Bryan Hutto, CFP®, who also goes by Bryan Hutto, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2005. Robert had worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bryan Hutto

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: 2009

Experience

Past

August 1, 2018 - August 9, 2023

1900 WEALTH

RIA

CRD#: 175346

SAN ANTONIO, TX

Past

January 2, 2009 - March 24, 2009

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

September 6, 2007 - March 24, 2009

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

January 3, 2006 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

January 3, 2006 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

June 6, 2005 - January 3, 2006

USAA FEDERAL SAVINGS BANK

RIA

CRD#: 109926

SAN ANTONIO, TX

Past

May 18, 2005 - November 15, 2005

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

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".

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

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 66

Date: 6/3/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/7/2006

General Securities Principal Examination

Current Firm

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

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Contact information

Main Address

1900 Broadway Suite 900, San Antonio, TX 78215

Mailing Address

Phone number

(210) 736-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	911
AUM (Assets Under Management)	$ 2,268,162,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/13/2023	Cover Page	Report

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 B. Hutto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FEDERAL SAVINGS BANK

USAA INVESTMENT SERVICES COMPANY

Primary Firm SEC Registration

1900 WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2005

Series 7

Date: 5/17/2005

Series 24

Date: 8/7/2006

Current Firm

1900 WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1900 WEALTH

TRUST BUT VERIFY

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