Robert Francis Fezza
Investment adviser representative at Forum Financial Management, LP
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Forum Financial Management, LPNov 2025 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to Dec 2025
- Augusta National Golf ClubApr 2020 to Apr 2023
- Odyssey Personal Financial Advisors, LLCJul 2006 to Dec 2025
- Cetera Financial Specialists LLCMay 2003 to Oct 2022
- Cetera Investment Advisers LLCMay 2003 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 3227165
- Firm CRD
- 145706