Robert Anthony Amato
Investment adviser representative at Compass Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$307.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Compass Wealth Management, LLCMar 2011 to now
- Triad Advisors IncMar 2011 to Oct 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
Compass Wealth Management, LLC
$307.7MAssets managed
171Clients
2Advisers
15 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
- 2984669
- Firm CRD
- 156482