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Inactive

Robert E Overall

Pathstone

Winter Park, FL

Englewood, NJ

CRD 2183332

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-19
  • FL RA
    APPROVED
    Since 2022-07-19

Branch Locations

145 Lincoln Avenue Ste. A, Winter Park, FL 32789 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Water Oak Advisors, Llc Winter Park FL 08/2012 10/2020
Eaton Vance Wateroak Advisors Winter Park FL 10/2020 05/2022
Pathstone Winter Park FL 05/2022 Present
  • 08/2012 → 10/2020
    Water Oak Advisors, Llc
    Winter Park, FL
  • 10/2020 → 05/2022
    Eaton Vance Wateroak Advisors
    Winter Park, FL
  • 05/2022 → Present
    Pathstone
    Winter Park, FL
Previous Registrations
  • 2020-12-14 → 2022-05-24
    Eaton Vance Wateroak Advisors
    Boston, MA
    Winter Park, FL
  • 2012-10-03 → 2020-12-11
    Water Oak Advisors, Llc
    Winter Park, FL
  • 1997-09-26 → 2011-08-22
    Strategic Advisers Llc
    Altamonte Springs, FL
    Longwood, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-07
S63 Uniform Securities Agent State Law Examination 1991-10-16
  • S66 Uniform Combined State Law Examination
    2003-11-07
  • S63 Uniform Securities Agent State Law Examination
    1991-10-16
Designations
  • Certified Financial Planner
Other Names
  • Rob Overall
  • Robert Eakin Overall

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

More in Winter Park, FL

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