Robert Kokol has been an investment adviser representative at Atticus Wealth Management since October 2020, and is not listed among the firm’s executive officers or direct owners.
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 Kokol’s longest registration was 6 years at Divorce Financial Planning LLC (2011–2017). Before joining Atticus Wealth Management in 2020, Robert Kokol was registered through SCF Investment Advisors, Inc. and Global Financial Private Capital, LLC.
- Atticus Wealth ManagementCurrent– present · 6 yearsNew Braunfels, TX · Adviser representative · Firm CRD 296949
- SCF Investment Advisors, Inc.– · 2 yearsTampa, FL · Adviser representative · Firm CRD 123608
- Global Financial Private Capital, LLC– · 3 yearsTampa, FL · Adviser representative · Firm CRD 132070
- Divorce Financial Planning LLC– · 6 yearsTampa, FL · Adviser representative · Firm CRD 156745
- Platinum Wealth Partners, Inc.– · 3 yearsTampa, FL · Adviser representative · Firm CRD 145507
- Axa Advisors, LLC– · 2 yearsTampa, FL · Adviser representative · Firm CRD 6627
- Raymond James & Associates, Inc.– · 3 yearsSaint Petersburg, FL · Adviser representative · Firm CRD 705
- Northern Trust Securities, Inc– · 1 yearTampa, FL · Adviser representative · Firm CRD 7927
- Suntrust Securities, Inc.– · under a yearTampa, FL · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Robert Kokol is registered as an investment adviser representative in Texas, since January 2021.
- TexasSince 13 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 30 June 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 2003 |
| Series 7 | General Securities Representative Examination | 28 January 2003 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Adam Kokol
- CRD
- 4623057
- Firm
- Atticus Wealth Management · CRD 296949
- Office
- New Braunfels, TX
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Kokol work?
Robert Kokol is an investment adviser representative registered through Atticus Wealth Management, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Robert Kokol a financial advisor?
Yes. Robert Kokol has a current investment-adviser registration in Texas, through Atticus Wealth Management since October 2020.
How many years of experience does Robert Kokol have?
Robert Kokol has 23 years in the financial industry, since June 2003, across 9 adviser firms.
What exams has Robert Kokol passed?
Robert Kokol has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in January 2003. FINRA credited Robert Kokol with the SIE, which began in October 2018.
Where did Robert Kokol work before Atticus Wealth Management?
Before Atticus Wealth Management, Robert Kokol was registered through Global Financial Private Capital, LLC, February 2014 to January 2018; Divorce Financial Planning LLC, June 2011 to November 2017; Platinum Wealth Partners, Inc., May 2011 to February 2015; Axa Advisors, LLC, September 2008 to June 2011; Raymond James & Associates, Inc., January 2005 to April 2008; Northern Trust Securities, Inc, August 2003 to December 2004; Suntrust Securities, Inc., January 2003 to September 2003.
Where is Robert Kokol based?
Robert Kokol’s registered office is in New Braunfels, TX.
Is Robert Kokol registered with FINRA?
No. Robert Kokol has no current broker registration.
How can I verify Robert Kokol’s record?
Search CRD 4623057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Kokol’s full registration record.