Robert Milton Hope

Employer firm

Leavell Investment Management, Inc. CRD 107890

$3.40B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 04/2022
  Barclays Capital Inc
  New York, NY
• 05/2019 → 07/2019
  Unemployed
  Point Clear, AL
• 06/2018 → 08/2018
  Barclays Capital Inc
  New York, NY
• 08/2015 → 06/2018
  Harvard University
  Cambridge, MA
• 08/2018 → 05/2019
  Harvard University
  Cambridge, MA
• 04/2022 → 10/2022
  Tellurian, Inc.
  Houston, TX
• 10/2022 → 08/2023
  Central Intelligence Agency
  Langley, VA
• 09/2023 → Present
  Leavell Investment Management, Inc.
  Mobile, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-11
• S63 Uniform Securities Agent State Law Examination
  2019-08-20

Other Names

• Robert Milton Hope