Robert T. St Claire

CFO4LIFE

COPPELL, TX 75019

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CRD#: 8099568

Professional summary

Robert Thomas Burke St Claire is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Robert has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Burke St Claire'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

September 16, 2026 - Present

CFO4LIFE

Office #1: 735 Plaza Blvd. Suite 100, Coppell, TX 75019

RIA

CRD#: 287600

COPPELL, TX

Past

November 3, 2025 - September 16, 2026

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Westlake, TX

Past

October 31, 2025 - September 16, 2026

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

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".

CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095

RIA

Registered Investment Advisory firm - (2/1/2017 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

Texas
(9/16/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/13/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 8/5/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 10/31/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 9/3/2025

Securities Industry Essentials Examination

Current Firm

CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095

RIA

Registered Investment Advisory firm - (2/1/2017 Approved)

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Contact information

Main Address

735 Plaza Blvd. Suite 100, Coppell, TX 75019

Mailing Address

Phone number

(214) 637-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 06-14-2026 (6/14/2026)

Regulatory assets under management

Total Number of Accounts	3,279
AUM (Assets Under Management)	$ 1,935,513,212

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.

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Advisor Monitoring

Firm Stability Insights

Robert T. St Claire

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Burke St Claire's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CFO4LIFE

State Registrations and Notice Filings

Exams

Series 63

Passed: 11/13/2025

Series 65

Passed: 8/5/2024

Series 7TO

Passed: 10/31/2025

SIE

Passed: 9/3/2025

Current Firm

CFO4LIFE

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFO4LIFE

TRUST BUT VERIFY

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