Robert James Graham
CFP®Professional Summary
Robert James Graham, CFP®, who also goes by Robby Graham, is a registered financial advisor currently at COASTAL BRIDGE ADVISORS located in Memphis, Tennessee. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. 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
Other Aliases
Robby Graham
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COASTAL BRIDGE ADVISORS | WADDELL & ASSOCIATES, LLC | ONE CHARLES PRIVATE WEALTH SERVICES LLC | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC
Contact Information
Main Address
54 Wilton Road 1st Floor, Westport, CT 06880Phone Number
(203) 683-1530# of Employees
46SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
11,505AUM (Assets Under Management)
$5,020,879,705Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/29/2026 | Cover Page | Report |
| 08/27/2025 | Cover Page | Report |
| 07/15/2024 | Cover Page | Report |
| 11/13/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
COASTAL BRIDGE ADVISORS | WADDELL & ASSOCIATES, LLC | ONE CHARLES PRIVATE WEALTH SERVICES LLC | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC
State Registrations and Notice Filings
(7/19/2026)
(7/9/2026)
(7/19/2026)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert James Graham's CRS (Customer Relationship Summary).
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ENVISION FINANCIAL PLANNING, LLC