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Robert Blake Cecil

Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9BFirm 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 assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Focus Partners Wealth, LLCJul 2025 to now
  2. Churchill Management GroupMar 2019 to Jul 2025
  3. TIAAAug 2016 to Mar 2019
  4. TIAA-CREF Individual & Institutional Services, LLCAug 2016 to Mar 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

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

Focus Partners Wealth, LLC

$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
5850170
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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