Robert B. Butler

CANTERBURY CAPITAL WEALTH MANAGEMENT

TUSCALOOSA, AL 35406

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CRD#: 5710890

Professional summary

Robert Blake Butler is a registered financial advisor currently at CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC located in Tuscaloosa, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 2 firms and has passed the Series 66, SIE 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.

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS 2. BUSINESS OWNERSHIP, 33% OWNER SOUTHERN TRANSPORTATION, 1991 LAKELAND DR, JACKSONVILLE, MS, 39216, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/7/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20. NOT INVEESTMENT RELATED. 3. 50% OWNER, TRIPLE B RANCH LLC, 8300 HWY 13 NORTH, BANKSTON, , ALABAMA, 35542, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/31/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, RURAL LAND OWNERSHIP 4. 100% OWNER, TRIPLE B & COMPANY LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 04/26/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Blake Butler'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

August 28, 2025 - Present

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 302 Merchants Walk Suite 250, Tuscaloosa, AL 35406

RIA

CRD#: 337758

TUSCALOOSA, AL

Past

April 27, 2010 - September 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

TUSCALOOSA, AL

Past

March 23, 2010 - September 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TUSCALOOSA, AL

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

Alabama
(8/28/2025)

IAR

Texas
(8/29/2025)

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: 4/9/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/22/2010

General Securities Representative Examination

Current Firm

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 337758 / SEC#: 801-134168

RIA

Registered Investment Advisory firm - (8/15/2025 120-Day Approval)

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Contact information

Main Address

Tuscaloosa, AL

Mailing Address

Phone number

(205) 534-1310

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

DISCLOSURE BROCHURE FOR CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC (7/14/2025)

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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Robert B. Butler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Blake Butler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/22/2010

Current Firm

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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