Robert Karl Riley
Investment adviser representative at Mutual Trust Asset Mgmt., Inc.
14 yearsExperience
1 stateRegistered in
$58.4MFirm assets
9 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mutual Trust Asset Mgmt., Inc.Dec 2024 to now
- Calton & Associates, IncOct 2024 to now
- Mutual Trust Asset ManagementOct 2022 to now
- Mutual Trust Company of America SecuritiesOct 2022 to Oct 2024
- Home Management LLCDec 2020 to Sep 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2020
- Fidelity Brokerage Services LLCDec 2016 to Nov 2020
- Mutual Trust Company of AmericaMay 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual Trust Asset Mgmt., Inc.
$58.4MAssets managed
120Clients
5Advisers
9 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
- 2846274
- Firm CRD
- 121364