Robert Maxwell has been an investment adviser representative at Collective Wealth Advisors since April 2021, and is not listed among the firm’s executive officers or direct owners.
Collective Wealth Advisors LLC is a Coppell, TX firm with $157M under management, 224 clients and 5 advisers across 3 offices, as of its July 2026 filing.
Robert Maxwell’s longest registration was 7 years at Talis Advisory Services, LLC (2007–2014). Before joining Collective Wealth Advisors in 2021, Robert Maxwell was registered through R. Scott Maxwell Financial and Talis Advisory Services, LLC.
- – present · 5 yearsCoppell, TX · Adviser representative · Firm CRD 289157
- R. Scott Maxwell Financial– · 7 yearsFrisco, TX · Adviser representative · Firm CRD 171227
- Talis Advisory Services, LLC– · 7 yearsPlano, TX · Adviser representative · Firm CRD 135145
- Chronim Advisors– · under a yearDallas, TX · Adviser representative · Firm CRD 120943
Investment adviser representative registrations
Robert Maxwell is registered as an investment adviser representative in Texas, since April 2021.
- TexasSince 26 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 5 April 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Scott Maxwell
- CRD
- 5184829
- Firm
- Collective Wealth Advisors · CRD 289157
- Office
- 713 MAIN STREET, Coppell, TX 75019
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Maxwell work?
Robert Maxwell is an investment adviser representative registered through Collective Wealth Advisors LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Robert Maxwell a financial advisor?
Yes. Robert Maxwell has a current investment-adviser registration in Texas, through Collective Wealth Advisors since April 2021.
How many years of experience does Robert Maxwell have?
Robert Maxwell has 20 years in the financial industry, since August 2006, across 4 adviser firms.
What exams has Robert Maxwell passed?
Robert Maxwell has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in July 2006.
Where did Robert Maxwell work before Collective Wealth Advisors?
Before Collective Wealth Advisors, Robert Maxwell was registered through Talis Advisory Services, LLC, May 2007 to November 2014; Chronim Advisors, July 2006 to May 2007.
Where is Robert Maxwell based?
Robert Maxwell’s registered office is in Coppell, TX.
Is Robert Maxwell registered with FINRA?
No. Robert Maxwell has no current broker registration.
How can I verify Robert Maxwell’s record?
Search CRD 5184829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Maxwell’s full registration record.