Robert Blane Brooks
Advisor at Naviter Wealth, LLC — Laurel Hill, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
36 years
Location
Laurel Hill, FL
Naviter Wealth, LLC
Team
Clients per advisor
21 Very LowAvg AUM per client
$5,172,605 Very HighHNW client ratio
76% Very HighRobert 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.
Based on Naviter Wealth, LLC
Based on Naviter Wealth, LLC
Laurel Hill, FL
Laurel Hill FL
Advisors at this office
1
Florida
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
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Lawyer
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Real estate agent
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