Unclaimed Profile

Robert Blair Greblunas

CALTON & ASSOCIATES, INC.·TAMPA, Florida

SIE, Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record22 years registeredCALTON & ASSOCIATES, INC.

2701 N. ROCKY POINT DRIVE, TAMPA, FL 33607CRD# 821681Firm CRD# 20999

Profile Verification

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

Identity

Robert Blair Greblunas · TAMPA, FL

Registration

CRD #821681 · CALTON & ASSOCIATES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

Aug 2003 – Aug 2017

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · August 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALTON & ASSOCIATES, INC.

CRD 20999 · SEC 801-70036

AUM

$1.2B

Regulatory assets under management

Employees

515

7,559 client accounts

Services offered by CALTON & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALTON & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Blair Greblunas offer?

Robert Blair Greblunas specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Blair Greblunas's credentials?

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

Where is Robert Blair Greblunas located?

Robert Blair Greblunas is based in TAMPA, Florida, last registered with CALTON & ASSOCIATES, INC..

How does Robert Blair Greblunas charge for services?

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

How large is CALTON & ASSOCIATES, INC.?

CALTON & ASSOCIATES, INC. has approximately 515 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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