Unclaimed Profile

Robert Samuel Dye

FAMILY WEALTH PARTNERS, LLC·MATTHEWS, North Carolina

SIE, Series 7, Series 66CFPClean record11 years registeredFAMILY WEALTH PARTNERS, LLC

2518 PLANTATION CENTER DRIVE, MATTHEWS, NC 28105CRD# 6519536Firm CRD# 317764

Profile Verification

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

Identity

Robert Samuel Dye · MATTHEWS, NC

Registration

CRD #6519536 · FAMILY WEALTH PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

FAMILY WEALTH PARTNERS, LLC

Jan 2022 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Mar 2017 – Jan 2022

Matthews, NC

UBS FINANCIAL SERVICES INC.

Aug 2015 – Mar 2017

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 13, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY WEALTH PARTNERS, LLC

CRD 317764 · SEC 801-123089

AUM

$210M

Regulatory assets under management

Employees

733 client accounts

Services offered by FAMILY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILY WEALTH PARTNERS, LLC →

Introduction

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

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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