Robert J Leroy
Investment adviser representative at Indivisible Partners
18 yearsExperience
2 statesRegistered in
$2.1BFirm assets
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 assetsHourlyFixed 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
18 years in the industry.
- Indivisible PartnersJan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2008 to now
- Bank of America, N.A.Oct 2014 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Indivisible Partners
Legal name: Indivisible Partners, LLC
$2.1BAssets managed
676Clients
23Advisers
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
- 5626015
- Firm CRD
- 332431