Unclaimed Profile

Richard Clay Robbins

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredOAKWELL PRIVATE WEALTH MANAGEMENT, LLC

3200 STECK AVE, AUSTIN, TX 78757CRD# 4959196Firm CRD# 162096

Profile Verification

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

Identity

Richard Clay Robbins · AUSTIN, TX

Registration

CRD #4959196 · OAKWELL PRIVATE WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

OAKWELL PRIVATE WEALTH MANAGEMENT

Mar 2017 – present

STRATEGIC FINANCIAL CONCEPTS, LLC

May 2007 – Mar 2017

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 8, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 162096 · SEC 801-110263

AUM

$412M

Regulatory assets under management

Employees

923 client accounts

Services offered by OAKWELL PRIVATE WEALTH MANAGEMENT, 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 OAKWELL PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Clay Robbins offer?

Richard Clay Robbins specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Richard Clay Robbins's credentials?

Richard Clay Robbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Clay Robbins located?

Richard Clay Robbins is based in AUSTIN, Texas, working with OAKWELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Richard Clay Robbins charge for services?

Richard Clay Robbins'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 OAKWELL PRIVATE WEALTH MANAGEMENT, LLC?

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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