Robert Nicholas Barone
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Nicholas Barone is an investment adviser representative in Reno, NV, currently registered with Universal Value Advisors and Savvy. They have worked in the securities industry since 2005 and have been registered with 7 firms, including Farther and Fourstar Wealth Advisors, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 66 (combined investment adviser and state securities agent). They are registered to provide investment advice in Nevada and Texas.
Registrations & licenses
- Investment adviser:
- Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ancora West Advisors dba Universal Value AdvisorsNov 2005 – no end date reportedReno, NV
- FourStar Wealth Advisors, LLCFeb 2019 – Jun 2023Chicago, IL
- CSAA Insurance Co.Jan 2000 – Jan 2021Walnut Creek, CA
- AAA No California, NV, UTJan 2000 – Jan 2022Walnut Creek, CA
- Allied Mineral ProductsJan 2001 – no end date reportedColumbus, OH
- Farther Finance AdvisorsJun 2023 – Dec 2024Reno, NV
- SavvyDec 2024 – no end date reportedReno, NV
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Nicholas Barone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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