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Chief Financial Officer · RPG Family Wealth Advisory, LLC

Robert D. McCauley

CRD 6241700 · Named on Form ADV at 2 SEC-registered advisers

At a glance

RPG Family Wealth Advisory, LLC, an SEC-registered wealth manager based in Burlington, MA with $701 million in regulatory assets, lists Robert D. McCauley on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Robert at 1 other registered adviser.

Firms and roles

AtlasMembers

Robert’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David M. GattiChief Executive Officer, Founding Partner, RPG Family Wealth Advisory, LLC
  • Mariann DubeChief Administrative Officer, RPG Family Wealth Advisory, LLC
  • Maura DicksonChief Compliance Officer, RPG Family Wealth Advisory, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.