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Robert Thomas Coleman

Foster Victor Wealth Advisors

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About Robert Thomas Coleman

Robert Coleman is a financial advisor with over 5 years of experience in the industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the Series 6 and Series 63 securities licenses as well as the Series 65 Investment Advisor Representative license. Robert has experience working with individuals, corporations, and charitable organizations. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and insurance consulting. Robert currently works for Foster Victor Wealth Advisors, LLC.

Firm Information

Robert Coleman is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Coleman’s Registration & Firm History

SC

03/30/2017 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

SC

02/21/2012 - 10/11/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)

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Licenses & Designations

IA

Issued 03/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Thomas Coleman.
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