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ChFC
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ChFC

Robert Tweeddale

Truist Advisory Services, INC.
20 Years of Experience
Stuart, FL
Broker
View SEC Summary
View SEC Summary

Robert Tweeddale is a ChFC-designated registered investment advisor at Truist Advisory Services, INC., based in Stuart, FL, with 20 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2400 SE Federal Hwy, Suite 106, Stuart, FL, 34994

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Truist Advisory Services, INC.
June 2025 - Present · 1 yr 4 mos
Truist Investment Services, INC.
May 2025 - Present · 1 yr 5 mos
Truist Investment Services, INC.Broker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - May 2025 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - May 2025 · 9 yrs 9 mos
Copperleafe Wealth Management, LLC
February 2014 - July 2015 · 1 yr 5 mos
Cetera Investment Advisers LLC
November 2013 - July 2015 · 1 yr 8 mos
Cetera Financial Specialists LLCBroker
November 2013 - July 2015 · 1 yr 8 mos
Securian Financial Services, INC.
July 2013 - October 2013 · 3 mos
Securian Financial Services, INC.Broker
July 2013 - October 2013 · 3 mos
Barclays Capital INC.Broker
August 2011 - January 2013 · 1 yr 5 mos
Cantor Fitzgerald & CO.Broker
April 2010 - January 2011 · 9 mos
RBC Capital Markets CorporationBroker
February 2009 - April 2010 · 1 yr 2 mos
Goldman Sachs Execution & Clearing, L.P.Broker
October 2007 - December 2008 · 1 yr 2 mos
Goldman, Sachs & CO.Broker
September 2004 - November 2007 · 3 yrs 2 mos
State Registrations21 states
ALCACTDEFLGAKYMAMDMSNCNJNYOHPARISCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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