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Robert Samuel Dye

FAMILY WEALTH PARTNERS, LLC·MATTHEWS, North Carolina
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2518 PLANTATION CENTER DRIVE, MATTHEWS, NC 28105CRD# 6519536Firm CRD# 317764
01

About

Robert Samuel Dye is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with FAMILY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY WEALTH PARTNERS, LLC
FAMILY WEALTH PARTNERS, LLC
AUM
$210M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FAMILY WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6519536
Firm CRD# 317764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Samuel Dye offer?
Robert Samuel Dye specializes in Financial Planning, Investment Management. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Robert Samuel Dye's credentials?
Robert Samuel Dye is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Samuel Dye located?
Robert Samuel Dye is based in MATTHEWS, North Carolina, working with FAMILY WEALTH PARTNERS, LLC. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Robert Samuel Dye charge for services?
Robert Samuel Dye's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WEALTH PARTNERS, LLC?
FAMILY WEALTH PARTNERS, LLC has approximately 10 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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