Robert Fredricks Epes
Investment adviser representative at Retirable
10 yearsExperience
1 stateRegistered in
$301MFirm assets
6 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 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.
- RetirableJan 2026 to now
- UnemployedJun 2024 to Jan 2026
- Masterworks Advisers, LLCNov 2023 to Jun 2024
- UnemployedJan 2023 to Oct 2023
- United American Securities, Inc.Nov 2020 to Jan 2023
- UnemployedSep 2020 to Nov 2020
- Hrc Fund Associates, LLCMar 2020 to Sep 2020
- Hrc Portfolio Solutions, LLCMar 2020 to Sep 2020
- UnemployedApr 2019 to Mar 2020
- Bank of America, N.A.Jul 2017 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Mar 2019
- UnemployedJan 2017 to May 2017
- AXA Advisors, LLC.Jul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirable
Legal name: Retirable Inc.
$301MAssets managed
2,210Clients
10Advisers
6 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
- 6367953
- Firm CRD
- 307472