Partner · United Advisor Group
Robbie G. Beucler
CRD 5620440 · Named on Form ADV at one SEC-registered adviser
At a glance
United Advisor Group, an SEC-registered wealth manager based in Cincinnati, OH with $1.4 billion in regulatory assets, lists Robbie G. Beucler on its Form ADV as Partner, a control person.
Firms and roles
- United Advisor GroupPartnerWealth manager · Cincinnati, OH · $1.4B in regulatory assets
AtlasMembers
Robbie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robbie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Raymond S. GettinsChief Compliance Officer, United Advisor Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robbie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.