Unclaimed Profile

Robert Voorhees Sytz

BRIGHTWORTH, LLC·ATLANTA, Georgia

Series 7, Series 63, Series 6521 years registeredBRIGHTWORTH, LLC

3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 1258313Firm CRD# 109569

Profile Verification

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

Identity

Robert Voorhees Sytz · ATLANTA, GA

Registration

CRD #1258313 · BRIGHTWORTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIGHTWORTH, LLC

CORIENT

Oct 2022 – Jan 2024

Charlotte, NC

CI BRIGHTWORTH PRIVATE WEALTH

Jul 2017 – Mar 2023

CHARLOTTE, NC

MCGILL ADVISORS, INC.

Oct 2004 – Sep 2017

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 14, 2004

Years registered · 21

Disclosure History

2012Customer Dispute·Settled

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

BRIGHTWORTH, LLC

CRD 109569 · SEC 801-57003

AUM

$5.4B

Regulatory assets under management

Employees

7,498 client accounts

Services offered by BRIGHTWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIGHTWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Voorhees Sytz offer?

Robert Voorhees Sytz specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Voorhees Sytz's credentials?

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

Where is Robert Voorhees Sytz located?

Robert Voorhees Sytz is based in ATLANTA, Georgia, last registered with BRIGHTWORTH, LLC.

How does Robert Voorhees Sytz charge for services?

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

How large is BRIGHTWORTH, LLC?

BRIGHTWORTH, LLC has approximately 79 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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