Robert Ernst Schultz Iii
CFP®, CPWA®Professional Summary
Robert Ernst Schultz III, CFP®, CPWA®, who also goes by Robert E. Schultz III, is a registered financial advisor currently at ROLLINS FINANCIAL ADVISORS, LLC located in Atlanta, Georgia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Business Services
- Financial Planning
Biography
Robby is a Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry including retirement plan administration, pensions, and taxation. His background in analyzing the...
Other Aliases
Robert E. Schultz Iii
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Current Firm
ROLLINS FINANCIAL ADVISORS, LLC
Contact Information
Main Address
3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326Phone Number
(404) 892-7967# of Employees
14SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,004AUM (Assets Under Management)
$1,588,275,994Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
Primary Firm SEC Registration
ROLLINS FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(5/3/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ernst Schultz III's CRS (Customer Relationship Summary).
Services Offered by Robert
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Business Services
- Financial Planning
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT BAY WEALTH MANAGEMENT
ATLAS INVESTMENT ADVISORS
PFS INVESTMENTS INC.