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Robert A. Emery

MYRTLE BEACH, SC 29577
Some features on this profile are disabled
CRD#: 8007252
RE

Professional summary


Robert Austin Emery, who also goes by Austin Emery, R. Austin Emery, was a registered financial advisor .

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Austin Emery | R. Austin Emery

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.
1. Envest Advisors, LLC | Investment Related | Myrtle Beach, SC | Advisory Services | Advisor | Investment Advisor Representative | 06/2023 | 80hrs/mo | 80hrs/mo During trading | Advisory Services 2. Envest Financial, LLC | Investment Related | Myrtle Beach, SC | Insurance Services | Agent | Associate | 06/2023 | 80hrs/mo | 80hrs/mo During trading | Insurance Services

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

October 13, 2025 - Present

Office #1: 2411 North Oak Street Ste 209-g, Myrtle Beach, SC 29577
MYRTLE BEACH, SC
Past

November 8, 2024 - November 3, 2025

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Myrtle Beach, SC

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
California
(10/20/2025)
IAR
North Carolina
(11/4/2025)
IAR
South Carolina
(10/13/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/15/2024
Uniform Investment Adviser Law Examination

Current firm


No current employment

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


No current employment

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