Unclaimed Profile

Robert Gary Topping

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS·WILLIAMSBURG, Virginia

Series 7, Series 24, Series 63, Series 65Clean record25 years registeredCOVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

351 MCLAWS CIRCLE, WILLIAMSBURG, VA 23185CRD# 1109749Firm CRD# 122587

Profile Verification

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

Identity

Robert Gary Topping · WILLIAMSBURG, VA

Registration

CRD #1109749 · COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

COVENANT WEALTH ADVISORS

Oct 2018 – Aug 2020

WILLIAMSBURG, VA

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

Sep 2002 – Sep 2018

WILLIAMSBURG, VA

BLUE RONALD & CO LLC

Jan 2001 – Sep 2002

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

CRD 122587 · SEC 801-61443

AUM

$163M

Regulatory assets under management

Employees

135 client accounts

Services offered by COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILLIAMSBURG?

Browse all registered financial advisors in WILLIAMSBURG, Virginia or claim this profile if it's yours.

Browse WILLIAMSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Gary Topping offer?

Robert Gary Topping specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Gary Topping's credentials?

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

Where is Robert Gary Topping located?

Robert Gary Topping is based in WILLIAMSBURG, Virginia, last registered with COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS.

How does Robert Gary Topping charge for services?

Robert Gary Topping'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 COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS?

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →