Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Coley is an Investment Advisor Representative at Atticus Capital Advisors LLC. Robert has been in the industry since 2010 and is registered with the state of North Carolina. Robert has a Series 65 license and is a Chartered Financial Analyst. Robert's previous experience includes working at Ajax Capital Advisors, Inc. in Atlanta, Georgia. Atticus Capital Advisors LLC provides investment advisory services to individuals and manages over $84 million in assets. The firm specializes in providing investment management services to individuals and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
05/30/2017 - Present
Atticus Capital Advisors LLC (CHARLOTTE NC)
IA
Issued 11/09/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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