Robert M Gentry

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/1997 → Present
  Stewart And Patten Co., Llc
  Lafayette, CA
• 05/2024 → Present
  Allworth Financial
  Folsom, CA

Previous Registrations

• 1998-01-13 → 2024-12-12
  Stewart & Patten Co Llc
  Lafayette, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-07

Designations

• Chartered Financial Analyst

Other Names

• Robert Gentry
• Robert Matthew Gentry