Robert J. Schuckmann
Professional summary
Robert J Schuckmann III, CFP®, CPWA®, who also goes by Bobby Schuckmann, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert J Schuckmann III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Start date: 2021-03-22
Expire date: 2023-02-28
Experience
March 29, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3300 Northside Parkway Fl 1, Atlanta, GA 30327Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2017)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
