Robert Goggin has been an investment adviser representative at Atticus Wealth Management since December 2018, and is not listed among the firm’s executive officers or direct owners. Robert Goggin holds a Bachelor of Arts in History from Emory University, a Master of Arts in History from the University of Georgia and a Master of Arts in History from Rice University.
Atticus Wealth Management, LLC is a Palm Beach Gardens, FL firm with $565M under management, 429 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Robert Goggin is Senior Investment Advisor of Atticus Wealth Management. He designs and implements strategies for family and business issues around estate planning, tax considerations, and the transfer of wealth from one generation to the next. He started in the business with Merrill Lynch, was a Trust Officer with SunTrust for seventeen years, and launched his own RIA before merging into Atticus Wealth in 2018.
Robert Goggin’s longest registration is the current one, 7 years at Atticus Wealth Management since 2018. Before joining Atticus Wealth Management in 2018, Robert Goggin was registered through Wealth Management Advisors, LLC and Peachtree Capital Tax and Advisory, LLC.
- Atticus Wealth ManagementCurrent– present · 7 yearsRoswell, GA · Adviser representative · Firm CRD 296949
- Wealth Management Advisors, LLC– · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 171260
- Peachtree Capital Tax and Advisory, LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 158729
- Haven Capital– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 167334
- Solidus Wealth Mangement– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 151553
Investment adviser representative registrations
Robert Goggin is registered as an investment adviser representative in Georgia, since December 2018.
- GeorgiaSince 7 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Gerald Goggin
- CRD
- 1249683
- Firm
- Atticus Wealth Management · CRD 296949
- Office
- Roswell, GA
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atticuswm.com
Where does Robert Goggin work?
Robert Goggin is an investment adviser representative registered through Atticus Wealth Management, LLC since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Robert Goggin a financial advisor?
Yes. Robert Goggin has a current investment-adviser registration in Georgia, through Atticus Wealth Management since December 2018.
How many years of experience does Robert Goggin have?
Robert Goggin has 16 years in the financial industry, since October 2009, across 5 adviser firms.
What exams has Robert Goggin passed?
Robert Goggin passed the Series 65 in September 2009.
Where did Robert Goggin work before Atticus Wealth Management?
Before Atticus Wealth Management, Robert Goggin was registered through Wealth Management Advisors, LLC, August 2016 to November 2018; Peachtree Capital Tax and Advisory, LLC, October 2014 to August 2016; Haven Capital, November 2013 to December 2014; Solidus Wealth Mangement, September 2009 to February 2014.
Where is Robert Goggin based?
Robert Goggin’s registered office is in Roswell, GA.
Is Robert Goggin registered with FINRA?
No. Robert Goggin has no current broker registration.
How can I verify Robert Goggin’s record?
Search CRD 1249683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Goggin’s full registration record.