Unclaimed Profile

Robert Walton Stebbins

ADVISORY CONSULTING GROUP LLC·ALAMEDA, California

Series 7, Series 63, Series 65Clean record23 years registeredADVISORY CONSULTING GROUP LLC

2239 HARBOR BAY PARKWAY, ALAMEDA, CA 94502CRD# 2828277Firm CRD# 142666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Walton Stebbins · ALAMEDA, CA

Registration

CRD #2828277 · ADVISORY CONSULTING GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

INNOVEST PORTFOLIO SOLUTIONS LLC

Jun 2020 – present

ADVISORY CONSULTING GROUP LLC

Mar 2013 – Jun 2020

ALAMEDA, CA

ADVISORY CONSULTING GROUP LLC

Jan 2007 – Dec 2012

ALAMEDA, CA

CAPITAL ANALYSTS, INCORPORATED

Jan 2003 – Dec 2006

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 15, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORY CONSULTING GROUP LLC

CRD 142666 · SEC 801-67391

AUM

$23M

Regulatory assets under management

Employees

1 client accounts

Services offered by ADVISORY CONSULTING GROUP LLC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at ADVISORY CONSULTING GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Robert Walton Stebbins offer?

Robert Walton Stebbins is a registered financial advisor in ALAMEDA, California. Contact their office for details on services offered.

What are Robert Walton Stebbins's credentials?

Robert Walton Stebbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Walton Stebbins located?

Robert Walton Stebbins is based in ALAMEDA, California, working with ADVISORY CONSULTING GROUP LLC. Their office serves clients in the ALAMEDA metropolitan area and surrounding communities.

How does Robert Walton Stebbins charge for services?

Robert Walton Stebbins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORY CONSULTING GROUP LLC?

ADVISORY CONSULTING GROUP LLC has approximately 2 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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