Robert Clark Taylor
Investment adviser representative at Acima Private Wealth LLC
11 yearsExperience
1 stateRegistered in
$420.4MFirm assets
9 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Acima Private Wealth LLCApr 2017 to now
- Csc Leasing CompanyMay 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Acima Private Wealth LLC
$420.4MAssets managed
63Clients
6Advisers
9 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
- 6896996
- Firm CRD
- 281496