Robert Norton

Current Employers

Employment History

• 02/2016 → 11/2025
  Wealth Advisory Group, Inc.
  Wayne, PA
• 05/2013 → 12/2016
  Portfolio Performance Partners
  Newton Square, PA
• 11/2025 → Present
  World Investment Advisors
  Santa Barbara, CA

Previous Registrations

• 2016-02-26 → 2025-11-26
  Wealth Advisory Group, Inc.
  Berwyn, PA
• 2015-01-16 → 2016-02-29
  Logan Capital Management, Inc.
  Ardmore, PA
  Newtown Square, PA
• 2009-01-05 → 2013-04-08
  Santa Barbara Asset Management, Llc
  Los Angeles, CA
  Newtown Square, PA
• 2003-02-11 → 2009-01-05
  Rittenhouse Asset Management, Inc.
  Radnor, PA

Other Businesses

1. CFA Institute; Investment Related; 915 East High Street Suite 100, Charlottesville, VA 22902; CFA Institute is a global non-for-profit organization that provides financial education for investment professionals; President Council Representative; 9/1/2025; 5 hours per month; 2 hours during trading hours; The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors. 2. CFA Society Philadelphia; Investment Related; 1900 Market Street, 8th Floor Philadelphia, PA 19103; Non-profit professional association dedicated to promoting ethics, education, and professional standards in the investment management industry; Board Member; 7/1/2015; 5 hours per month; 2 hours during trading hours; As a Board member, I am involved with setting the strategic orientation of the organization. I do not have any day to day responsibilities for executing.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-10
• S63 Uniform Securities Agent State Law Examination
  1983-04-13

Designations

Other Names

• Robert Alexander (Jr) Norton
• Robert Alexander Norton
• Robert Alexander Norton