Skip to content

Robert Pendelton Spitler

Investment adviser representative at Nfsg Corporation
22 yearsExperience
1 stateRegistered in
$1.1BFirm assets
18 yearsFirm in business

Are you Robert Pendelton Spitler? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Nfsg CorporationJul 2023 to now
  2. Bridge Line Advisors LLCJul 2023 to now
  3. Newbridge Financial Services Group, IncJul 2023 to now
  4. Newbridge Securities CorporationJul 2023 to now
  5. Ibd Wealth Management, LLCMar 2020 to Jun 2023
  6. I-bankers Direct LLC.Mar 2019 to Jun 2023
  7. Newbrige Securities CorporationFeb 2004 to Oct 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

Nfsg Corporation

$1.1BAssets managed
3,096Clients
75Advisers
18 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
4050312
Firm CRD
130814
Advisor's SEC record (opens in a new tab)
CallContact this firm