Unclaimed Profile

Robert Alan Isbitts

SUNGARDEN FUND MANAGEMENT·WESTON, Florida

Series 7, Series 24, Series 63, Series 6525 years registeredSUNGARDEN FUND MANAGEMENT

1640 TOWN CIRCLE, WESTON, FL 33326CRD# 2312302Firm CRD# 283809

Profile Verification

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

Identity

Robert Alan Isbitts · WESTON, FL

Registration

CRD #2312302 · SUNGARDEN FUND MANAGEMENT · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUNGARDEN FUND MANAGEMENT

STRATEGY MARKETPLACE LLC

Sep 2021 – Nov 2021

Weston, FL

DYNAMIC WEALTH ADVISORS

Dec 2011 – Aug 2021

PHOENIX, AZ

EMERALD ASSET ADVISORS LLC

Jun 2011 – Aug 2011

WESTON, FL

CWM, LLC

Mar 2011 – Dec 2011

WESTON, FL

EMERALD ALLOCATION STRATEGIES, LLC

Apr 2008 – Jan 2011

WESTON, FL

EMERALD ASSET ADVISORS LLC

Nov 2005 – Jan 2011

WESTON, FL

LOCKWOOD FINANCIAL SERVICES, INC

Oct 2000 – Dec 2003

WESTON, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 30, 2000

Years registered · 25

Disclosure History

2002Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUNGARDEN FUND MANAGEMENT

CRD 283809 · SEC 801-107914

AUM

$37M

Regulatory assets under management

Employees

1 client accounts

Services offered by SUNGARDEN FUND MANAGEMENT

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at SUNGARDEN FUND MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Robert Alan Isbitts offer?

Robert Alan Isbitts specializes in Investment Management.

What are Robert Alan Isbitts's credentials?

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

Where is Robert Alan Isbitts located?

Robert Alan Isbitts is based in WESTON, Florida, last registered with SUNGARDEN FUND MANAGEMENT.

How does Robert Alan Isbitts charge for services?

Robert Alan Isbitts's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNGARDEN FUND MANAGEMENT?

SUNGARDEN FUND MANAGEMENT has approximately 7 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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