RW
Robert D. Willard
ASANTE CAPITAL GROUP ADVISORS LLC
London, W1S 3AN
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CRD#: 7854406
RW
Professional summary
Robert David Willard is a registered financial professional currently at ASANTE CAPITAL GROUP ADVISORS LLC .
Robert is registered as a RR (Registered Representative) and started their career in finance in 2024. Robert has worked at 1 firm and has passed the Series 63 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
No
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) - BD
Click below to view Robert David Willard'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
March 16, 2024 - Present
ASANTE CAPITAL GROUP ADVISORS LLC
Office #1: 4th Floor 25 Old Burlington Street, London, W1S 3ANOffice #2: 4th Floor 25 Old Burlington Street, London, W1S 3ANBD
CRD#: 155178
London,
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New York(3/16/2024)
Exams
State Security Law Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AC
ASANTE CAPITAL GROUP ADVISORS LLC
ACG ADVISORS, LLC | ASANTE CAPITAL GROUP ADVISORS LLC
CRD#: 155178 / SEC#: , 8-68701
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
4th Floor 25 Old Burlington Street, London, W1S 3AN
Mailing Address
4th Floor 25 Old Burlington Street, London, W1S 3AN
Phone number
+44 203 696 4700
Established
Delaware since 06/07/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Documents
Red Flags
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