Robert Caldwell has been an investment adviser representative at Lifeworks Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Robert Caldwell’s longest registration was 5 years at Greensview Wealth Management (2018–2024). Before joining Lifeworks Advisors in 2024, Robert Caldwell was registered through Greensview Wealth Management.
- Lifeworks Advisors, LLCCurrent– present · 2 yearsNashville, TN · Adviser representative · Firm CRD 288255
- Greensview Wealth Management– · 5 yearsFranklin, TN · Adviser representative · Firm CRD 297321
Investment adviser representative registrations
Robert Caldwell is registered as an investment adviser representative in Tennessee, since January 2024.
- TennesseeSince 9 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Eli Caldwell
- CRD
- 7024826
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Nashville, TN
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Caldwell work?
Robert Caldwell is an investment adviser representative registered through Lifeworks Advisors, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert Caldwell a financial advisor?
Yes. Robert Caldwell has a current investment-adviser registration in Tennessee, through Lifeworks Advisors since January 2024.
How many years of experience does Robert Caldwell have?
Robert Caldwell has 8 years in the financial industry, since October 2018, across 2 adviser firms.
What exams has Robert Caldwell passed?
Robert Caldwell passed the Series 65 in September 2018.
Where is Robert Caldwell based?
Robert Caldwell’s registered office is in Nashville, TN.
Is Robert Caldwell registered with FINRA?
No. Robert Caldwell has no current broker registration.
How can I verify Robert Caldwell’s record?
Search CRD 7024826 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Caldwell’s full registration record.
