RF
Robert N. Fazio
CHATTAHOOCHEE WEALTH
CUMMING, GA
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CRD#: 7561757
RF
Professional summary
Robert Nicolas Fazio is a registered financial advisor currently at CHATTAHOOCHEE WEALTH located in Cumming, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 2 firms .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Nicolas Fazio's 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®
NoneExperience
Current
August 7, 2025 - Present
CHATTAHOOCHEE WEALTH
RIA
CRD#: 336778
CUMMING, GA
Past
July 25, 2023 - August 6, 2025
REGENT PEAK WEALTH ADVISORS, LLC
RIA
CRD#: 298259
ATLANTA, GA
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(8/7/2025)
Exams
Current Firm
CW
CHATTAHOOCHEE WEALTH
CHATTAHOOCHEE WEALTH | CHATTAHOOCHEE WEALTH, LLC
CRD#: 336778 / SEC#:
Georgia
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Contact information
Main Address
Cumming, GA
Mailing Address
1735 Buford Highway Ste 215-111, Cumming, GA 30041
Phone number
(770) 341-2150
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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