Robert Gerald Goggin

Employer firm

Atticus Wealth Management CRD 296949

$565M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → Present
  Wealth Management Advisors, Llc
  Alpharetta, GA
• 11/2018 → Present
  Atticus Wealth Management
  Atlanta, GA

Previous Registrations

• 2016-08-16 → 2018-11-06
  Wealth Management Advisors, Llc
  Alpharetta, GA
  Greenville, SC
• 2014-10-16 → 2016-08-15
  Peachcap Tax & Advisory, Llc
  Atlanta, GA
• 2013-11-06 → 2014-12-11
  Haven Capital
  Atlanta, GA
• 2009-09-29 → 2014-02-25
  Solidus Wealth Mangement
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-22

Other Names

• Bob Goggin
• Robert Goggin