Robert Wilson Poynor
Investment adviser representative at Castleview Partners, LLC
14 yearsExperience
1 stateRegistered in
$416.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Castleview Partners, LLCDec 2025 to now
- Cain Financial SolutionsOct 2024 to now
- Compass RetirementFeb 2022 to Oct 2024
- Mercer AdvisorsApr 2020 to Feb 2022
- UnemployedAug 2019 to Apr 2020
- Reino CapitalNov 2012 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2198999
- Firm CRD
- 281410