UBS Financial Services
47yrs
Top 1% by experience in Atlanta
6yrs
Robert Catledge has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Atlanta, Georgia. Robert has been with CMC Financial Group since 2020. CMC Financial Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office7000 Central Parkway Suite 225, Atlanta, GA 30328
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$627,450
Advisors at the firm3
States licensed ?1 state
Services through CMC Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCMC Financial Group, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call CMC Financial Group at (678) 690-8800 and ask for Robert Catledge. Robert works from the Atlanta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
CMC Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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