Unclaimed Profile

Robert David Haggard

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP·MIAMI, Florida

Series 7, Series 63, Series 65Clean record24 years registeredADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

1001 BRICKELL BAY DRIVE, MIAMI, FL 33131CRD# 2073194Firm CRD# 288134

Profile Verification

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

Identity

Robert David Haggard · MIAMI, FL

Registration

CRD #2073194 · ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP · 24 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

Sep 2024 – present

UCAP AMERICAS

Oct 2020 – Oct 2024

Altlanta, GA

ADI DASSLER FAMILY OFFICE LLC

Jun 2019 – Sep 2020

Alpharetta, GA

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

Mar 2018 – Jun 2019

Cumming, GA

ACG WEALTH, INC.

Sep 2015 – Mar 2018

Cumming, GA

OPPENHEIMER & CO. INC.

Mar 2009 – Jun 2012

ATLANTA, GA

STANFORD GROUP COMPANY

Feb 2006 – Mar 2009

ATLANTA, GA

WACHOVIA SECURITIES, LLC

Jun 2002 – Dec 2005

DULUTH, GA

WACHOVIA SECURITIES, INC.

Mar 2002 – Jun 2002

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

CRD 288134 · SEC 801-110303

AUM

$23M

Regulatory assets under management

Employees

47 client accounts

Services offered by ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert David Haggard offer?

Robert David Haggard specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Robert David Haggard's credentials?

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

Where is Robert David Haggard located?

Robert David Haggard is based in MIAMI, Florida, working with ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Robert David Haggard charge for services?

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

How large is ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP?

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP has approximately 5 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →