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RD

Robert E. Durham

ANCHYRA PARTNERS LLC
ATLANTA, GA 30305
Some features on this profile are disabled
CRD#: 710763
RD

Professional summary

Robert Eugene Durham is a registered financial advisor currently at ANCHYRA PARTNERS LLC located in Atlanta, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 3, Series 5, Series 7, Series 9, Series 10 and Series 8 exams.

top-8-questions

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.
Clockwork - 100 North 1st St., #203, Charlottesville, VA - not investment related - Advisory Board Member - March 2017 - Consultants for startup and mid state business - 2 hours per month devoted to the other business - 0 hours devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Eugene Durham'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

June 4, 2025 - Present

ANCHYRA PARTNERS LLC

Office #1: 3050 Peachtree Rd Nw Suite 425, Atlanta, GA 30305
RIA
CRD#: 335467
ATLANTA, GA
Past

November 14, 2016 - February 26, 2025

STEPHENS

RIA
CRD#: 3496
ATLANTA, GA
Past

November 14, 2016 - February 26, 2025

STEPHENS

BD
CRD#: 3496
ATLANTA, GA
Past

August 2, 2016 - November 16, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

August 1, 2016 - November 16, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

September 30, 2008 - May 10, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
ATLANTA, GA
Past

September 19, 2008 - May 10, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
ATLANTA, GA
Past

May 6, 2004 - October 2, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
ATLANTA, GA
Past

May 16, 1994 - October 2, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
ATLANTA, GA
Past

January 1, 1991 - May 6, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 17, 1989 - January 1, 1991

ROTAN MOSLE INC.

BD
CRD#: 727
Past

April 29, 1986 - August 4, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 1, 1980 - June 12, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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".
AP
ANCHYRA PARTNERS LLC
ANCHYRA PARTNERS | ANCHYRA PARTNERS LLC

CRD#: 335467 / SEC#: 801-132692

RIA
Registered Investment Advisory firm - (9/17/2025 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/2/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 15
Date: 9/16/1993
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 3
Date: 10/15/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 5
Date: 10/26/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/1980
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/10/1984
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

AP
ANCHYRA PARTNERS LLC
ANCHYRA PARTNERS | ANCHYRA PARTNERS LLC

CRD#: 335467 / SEC#: 801-132692

RIA
Registered Investment Advisory firm - (9/17/2025 Approved)
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Contact information

Main Address
3050 Peachtree Rd Nw Suite 500, Atlanta, GA 30305
Mailing Address
Phone number
(404) 240-8799
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANCHYRA PARTNERS ADV PART 2 (8/28/2025)

Regulatory assets under management

Total Number of Accounts322
AUM (Assets Under Management)$ 265,456,313

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.

Company Information

ANCHYRA PARTNERS LLC

CRD#: 335467Atlanta, GA 30305

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