Robert Dewitte Chatterton
Investment adviser representative at Chatterton & Associates
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.3BFirm assets
Are you Robert Dewitte Chatterton? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Chatterton & AssociatesJun 2020 to now
- Beckman High School & Pioneer Middle SchoolSep 2015 to Sep 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chatterton & Associates
Legal name: Chatterton & Associates, the Wealth Management Team, Inc.
$1.3BAssets managed
1,542Clients
7Advisers
22 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
- 7264214
- Firm CRD
- 132295