Best Investors Account Sign in
Inactive

Robert Lloyd Kaercher

Smith & Howard Wealth Management, LLC

Atlanta, GA

Claim This Profile
Current Employers
Smith & Howard Wealth Management, Llc

271 17Th Street Nw Suite 2100, Atlanta, GA 30363 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-06
GA RA APPROVED 2010-04-30
  • TX RA
    APPROVED_RES
    Since 2022-01-06
  • GA RA
    APPROVED
    Since 2010-04-30

Branch Locations

271 17Th Street Nw Suite 2100, Atlanta, GA 30363 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smith & Howard Wealth Management Atlanta GA 02/2010 Present
  • 02/2010 → Present
    Smith & Howard Wealth Management
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-23
S63 Uniform Securities Agent State Law Examination 2000-12-20
  • S65 Uniform Investment Adviser Law Examination
    2003-12-23
  • S63 Uniform Securities Agent State Law Examination
    2000-12-20
Other Names
  • Rob Kaercher
  • Robert Lloyd Kaercher

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor