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Robert Blane Brooks

Advisor at Naviter Wealth, LLC — Laurel Hill, FL

Updated today

Credentials

Series 63, Series 66

Experience

36 years

Location

Laurel Hill, FL

Naviter Wealth, LLC logo

Naviter Wealth, LLC

Team

Total advisors

16

Across 3 offices

Clients per advisor

21 Very Low

Avg AUM per client

$5,172,605 Very High

HNW client ratio

76% Very High

About

Robert Brooks is a financial advisor at Naviter Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fisher Investments and Stephens. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Client services

Based on Naviter Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on Naviter Wealth, LLC

Private / alternative investments Tax-loss harvesting Real estate investing

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Location

See office

Laurel Hill, FL

Laurel Hill FL

Advisors at this office

1

Most active in

Florida

Work history

36 years of industry experience

Naviter Wealth, LLC

2025 - Present • 1 year

Laurel Hill, FL

Resurgent Advisors

2023 - 2025 • 2 years

Atlanta, GA

Unemployed

2023 - 2023 • 1 year

Laurel Hill, FL

FinTrust Brokerage Services, LLC

2021 - 2023 • 2 years

Greenville, SC

FinTrust Capital Advisors, LLC

2021 - 2023 • 2 years

Greenville, SC

Stephens

2020 - 2021 • 1 year

Ridgeland, MS

Unemployed

2020 - 2020 • 1 year

Laurel Hill, FL

Fisher Investments

2007 - 2020 • 13 years

Woodside, CA

Morgan Keegan & Company, LLC

2006 - 2007 • 1 year

FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael L

Series 65

Crestview, FL

Dorgeolis Capital LLC

Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Options & derivatives strategies Active portfolio management
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Frederick B

Series 63, Series 65

Lakewood, FL

Arca Wealth, LLC

Frederick Bohlander is a financial advisor with Arca Wealth, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His work history includes roles at Sandbox Financial Partners, Wells Fargo Advisors, Raymond James Financial, and Potomac Financial Group. Outside of his advisory work, he serves as a director of a homeowners association in Herndon, VA. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, using mutual funds, ETFs, individual equities, fixed income, and other investment vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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James C

Series 63, Series 65

Crestview, FL

Cetera

James Craig is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, LPL Financial, and Hancock Whitney Bank. Outside of his advisory role, he is involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, supporting a multi-manager approach with both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Blaine T

Series 66

Crestview, FL

Cetera

Blaine Tew is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Barts Electric and Toolan Development. Outside of his advisory role, Tew volunteers as a clerk for The Church of Jesus Christ of Latter-day Saints, assisting with weekly donation processing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Reagan H

Series 66

Crestview, FL

Edward Jones

Reagan Hobbs is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Reagan worked at PNC Bank and held positions in various companies including Candymaker Company, Crocs, and Nike. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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