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Robert Catledge

Investment adviser representative at CMC Financial Group in Atlanta, GA

Investment adviser registrationUpdated

Robert Catledge is an investment adviser representative at CMC Financial Group, LLC, an investment adviser managing $119M, and works from its Atlanta, GA office. Robert Catledge has been registered through CMC Financial Group since 18 September 2020, has 6 years in the industry across 1 firm and has passed the Series 65.

6
Years in industry
6
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Catledge has been an investment adviser representative at CMC Financial Group since September 2020, and is not listed among the firm’s executive officers or direct owners.

CMC Financial Group, LLC is an Atlanta, GA firm with $119M under management, 230 clients and 3 advisers across 2 offices, as of its March 2026 filing.

  1. – present · 6 years
    Atlanta, GA · Adviser representative · Firm CRD 292413

Credentials and registrations

Investment adviser representative registrations

Robert Catledge is registered as an investment adviser representative in Georgia, since September 2020.

  • GeorgiaSince 18 September 2020

Examinations

Series 6510 September 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Robert Turner Catledge
CRD
6877821
Firm
CMC Financial Group · CRD 292413
Office
7000 CENTRAL PARKWAY, SUITE 225, Atlanta, GA 30328
Registration
Investment adviser registration
In the industry since
September 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Catledge work?

Robert Catledge is an investment adviser representative registered through CMC Financial Group, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Robert Catledge a financial advisor?

Yes. Robert Catledge has a current investment-adviser registration in Georgia, through CMC Financial Group since September 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Catledge have?

Robert Catledge has 6 years in the financial industry, since September 2020, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Robert Catledge passed?

Robert Catledge passed the Series 65 in September 2020.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Catledge based?

Robert Catledge’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 22 October 2026

Is Robert Catledge registered with FINRA?

No. Robert Catledge has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert Catledge’s record?

Search CRD 6877821 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Catledge’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at CMC Financial Group

Sources

  1. IAPD individual record, CRD 6877821, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of CMC Financial Group, LLC, filed 5 March 2026. Executive officers and direct owners; this person is not among them.