Robert Shattuck

from Athos Private Wealth LLC
SEC regulated
Regulated Investment Advisor
Robert Shattuck is a financial advisor based in Utah, Holladay, with 12 years of experience. Robert currently works for Athos Private Wealth LLC. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Shattuck works at Athos Private Wealth LLC
Athos Private Wealth LLC is a financial advisory firm based in Holladay, Utah. It currently has approximately $102,958,159 of assets under management and employs about 5 people. Athos Private Wealth LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
4725 S Holladay Blvd, Suite 130, Holladay, Utah, 84117

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