Robert C. Dyer

GRAYSTONE PARTNERS WEALTH MANAGEMENT

Arvada, CO 80004

Some features on this profile are disabled

CRD#: 4376918

Professional summary

Robert C. Dyer, who also goes by Bob Dyer, is a registered financial advisor currently at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC located in Arvada, Colorado and LPL FINANCIAL LLC located in Arvada, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Dyer

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 C. Dyer'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

September 10, 2025 - Present

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 6355 Ward Road, #214, Arvada, CO 80004

RIA

CRD#: 306068

Arvada, CO

Current

February 16, 2007 - Present

LPL FINANCIAL LLC

Office #1: 6355 Ward Road, Ste 214, Arvada, CO 80004

RIA

CRD#: 6413

Arvada, CO

Past

October 29, 2024 - January 2, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

ARVADA, CO

Past

May 30, 2001 - February 21, 2007

EDWARD JONES

CRD#: 250

ARVADA, CO

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".

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 306068 / SEC#: 801-117895

RIA

Registered Investment Advisory firm - (1/3/2020 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(2/16/2007)

Arizona
(2/25/2008)

California
(2/16/2007)

Colorado
(2/16/2007)

IAR

Colorado
(9/10/2025)

Missouri
(7/29/2020)

Montana
(1/8/2008)

Nebraska
(7/8/2020)

New Hampshire
(1/3/2022)

New Mexico
(5/17/2021)

Oregon
(5/17/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/31/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/14/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 306068 / SEC#: 801-117895

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281

Mailing Address

Phone number

(480) 557-9727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (7/16/2025)

ADV PART 2A - APPENDIX 1 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,642
AUM (Assets Under Management)	$ 348,943,355

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

xxxxx@xxxx.xxx

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert C. Dyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert C. Dyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2024

Series 63

Date: 5/31/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2001

Series 24

Date: 5/14/2007

FINRA

Current Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors