Robert Charles Eifert

Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2017 → 03/2020
  Fidelity Institutional Asset Management
  Westlake, TX
• 07/2016 → 09/2017
  Fidelity Institutional
  Westlake, TX
• 03/2020 → Present
  Cahaba Wealth Management
  Birmingham, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-07
• S63 Uniform Securities Agent State Law Examination
  2017-12-22

Designations

• Certified Financial Planner

Other Names

• Robert Charles Eifert
• Robert Eifert