Robert Anthony Beargie
Investment adviser representative at Alphastar Capital Management
15 yearsExperience
3 statesRegistered in
$2.5BFirm assets
15 yearsFirm 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
- Seminars and workshops
Experience
15 years in the industry.
- Alphastar Wealth Management Emerald CoastJan 2023 to now
- Alphastar Capital Management, LLCJan 2020 to now
- Rental Real EstateApr 2011 to now
- Mainstay Financial GroupJan 2020 to Jan 2023
- Gulf Wind Credit UnionAug 2019 to Sep 2019
- Senior Medicare AdvisorsAug 2019 to Sep 2019
- Raymond James Financial Services Advisors Inc.Nov 2012 to Sep 2019
- Raymond James Financial Services, Inc.Sep 2012 to Sep 2019
- Gulf Wind Federal Credit UnionFeb 2012 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, MS, TX).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 5905026
- Firm CRD
- 157423