Robert Thomas Coleman
Investment adviser representative at Foster Victor
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Foster VictorMar 2017 to now
- Foster Victor Wealth Advisors, LLCOct 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Foster Victor
Legal name: Foster Victor Wealth Advisors, LLC
$2.6BAssets managed
1,728Clients
20Advisers
10 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
- 5909512
- Firm CRD
- 283656