Robert Thomas Green
Investment adviser representative at Roan Capital Partners
37 yearsExperience
2 statesRegistered in
$152MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Roan Capital Partners, LLCJan 2025 to now
- Robert T Green, Cpa PcJun 1989 to now
- Avantax Advisory ServicesJan 2015 to Dec 2024
- Avantax Investment Services, Inc.Jan 2006 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Roan Capital Partners
Legal name: Roan Capital Partners, LLC
$152MAssets managed
328Clients
4Advisers
Under 1 yearIn 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
- 4049991
- Firm CRD
- 293119