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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gauntt is an investment advisor representative with Capital Creek Partners. Robert has been in the industry since 1986 and has experience working for several large firms, including Goldman Sachs, Morgan Stanley, and Paine Webber. Robert currently holds the Series 3, 7, and 63 licenses and is also a Series 65 Registered Investment Advisor. Robert is a general partner of Capstar Ventures LP. He is also on the board of The University of Texas Investment Management Company and provides advisory services for Treaty Oak Equity LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/04/2021 - Present
Capital Creek Partners (AUSTIN TX)
TX
01/14/2013 - 02/20/2019
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
NY
05/21/1996 - 05/04/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/14/1990 - 06/03/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
01/01/1991 - 05/15/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/06/1988 - 01/01/1991
ROTAN MOSLE INC.
NA
09/24/1986 - 12/19/1988
PAINEWEBBER INCORPORATED
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
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