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Robert Blake Butler

Investment adviser representative at Canterbury Capital Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$132.1MFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Canterbury Capital Wealth Management, LLCAug 2025 to now
  2. Northwestern Mutual Wealth Management CompanyMay 2015 to Aug 2025
  3. Northwestern Mutual Investment Services LLCNov 2009 to Aug 2025
  4. Northwestern Mutual Life Insurance CompanyAug 2009 to Aug 2025

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (AL, TX).

Canterbury Capital Wealth Management, LLC

$132.1MAssets managed
305Clients
3Advisers
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
5710890
Firm CRD
337758
Advisor's SEC record (opens in a new tab)
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