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Co-Ceo/finop/chief Financial Officer/principal Financial Officer/chief Compliance Officer · Nfsg Corporation

Robert P. Spitler

CRD 4050312 · Named on Form ADV at one SEC-registered adviser

At a glance

Nfsg Corporation, an SEC-registered wealth manager based in Boca Raton, FL with $1.1 billion in regulatory assets, lists Robert P. Spitler on its Form ADV as Co-Ceo/finop/chief Financial Officer/principal Financial Officer/chief Compliance Officer, a control person.

Firms and roles

  • Nfsg CorporationCo-Ceo/finop/chief Financial Officer/principal Financial Officer/chief Compliance OfficerWealth manager · Boca Raton, FL · $1.1B in regulatory assets

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 the firm
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Control-person status
1 firmLocked
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

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.