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Robert James Forte

Plante Moran Financial Advisors

Southfield, MI

CRD 6730619

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Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-09
TX RA APPROVED 2023-03-15
MI RA APPROVED 2017-03-02
  • OH RA
    APPROVED
    Since 2023-05-09
  • TX RA
    APPROVED
    Since 2023-03-15
  • MI RA
    APPROVED
    Since 2017-03-02

Branch Locations

3000 Town Center Suite 100, Southfield, MI 48075 • 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
Plante Moran Financial Advisors Detroit MI 09/2016 Present
Plante Moran Pllc Detroit MI 08/2011 09/2016
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2017-03-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CORECAP ADVISORS
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje

Nearby Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI

More in Southfield, MI

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