Unclaimed Profile

Robert Francis Fezza

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC·ROSWELL, Georgia

SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOCFPClean record23 years registeredODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

500 SUN VALLEY DRIVE, ROSWELL, GA 30076CRD# 3227165Firm CRD# 322496

Profile Verification

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

Identity

Robert Francis Fezza · ROSWELL, GA

Registration

CRD #3227165 · ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FORUM FINANCIAL MANAGEMENT, LP

Nov 2025 – present

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

Sep 2022 – Dec 2025

ROSWELL, GA

CETERA INVESTMENT ADVISERS LLC

May 2003 – Oct 2022

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · May 16, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

CRD 322496 · SEC 801-126453

AUM

$264M

Regulatory assets under management

Employees

914 client accounts

Services offered by ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Francis Fezza offer?

Robert Francis Fezza specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.

What are Robert Francis Fezza's credentials?

Robert Francis Fezza holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Francis Fezza located?

Robert Francis Fezza is based in ROSWELL, Georgia, working with ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.

How does Robert Francis Fezza charge for services?

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

How large is ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC?

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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