Robert Ostapower has been an investment adviser representative at NetWorth Financial Services since November 2016, and is not listed among the firm’s executive officers or direct owners.
Networth Financial Services, LLC is a Johns Creek, GA firm with $128M under management, 107 clients and 2 advisers in one office, as of its March 2026 filing.
Robert Ostapower’s longest registration is the current one, 9 years at NetWorth Financial Services since 2016. Before joining NetWorth Financial Services in 2016, Robert Ostapower was registered through LPL Financial LLC and Questar Asset Management, Inc.
- – present · 9 yearsJohns Creek, GA · Adviser representative · Firm CRD 126666
- LPL Financial LLC– · 7 yearsJohns Creek, GA · Adviser representative · Firm CRD 6413
- Questar Asset Management, Inc.– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 133358
- NFP Securities, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 42046
- 1717 Capital Management Company– · 1 yearAtlanta , GA · Adviser representative · Firm CRD 4082
Investment adviser representative registrations
Robert Ostapower is registered as an investment adviser representative in Georgia, since November 2016.
- GeorgiaSince 21 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 April 2009 |
| Series 62 | Corporate Securities Limited Representative Examination | 28 May 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Joseph Ostapower
- CRD
- 4581235
- Firm
- NetWorth Financial Services · CRD 126666
- Office
- 11255 Parsons Road, Suite 200, Johns Creek, GA 30097
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Ostapower work?
Robert Ostapower is an investment adviser representative registered through Networth Financial Services, LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Robert Ostapower a financial advisor?
Yes. Robert Ostapower has a current investment-adviser registration in Georgia, through NetWorth Financial Services since November 2016.
How many years of experience does Robert Ostapower have?
Robert Ostapower has 23 years in the financial industry, since December 2002, across 5 adviser firms.
What exams has Robert Ostapower passed?
Robert Ostapower has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 62 and Series 24. The earliest, the Series 6, was passed in October 2002. FINRA credited Robert Ostapower with the SIE, which began in October 2018.
Where did Robert Ostapower work before NetWorth Financial Services?
Before NetWorth Financial Services, Robert Ostapower was registered through Questar Asset Management, Inc., January 2008 to January 2012; NFP Securities, Inc., December 2005 to November 2007; 1717 Capital Management Company, September 2004 to December 2005.
Where is Robert Ostapower based?
Robert Ostapower’s registered office is in Johns Creek, GA.
Is Robert Ostapower registered with FINRA?
No. Robert Ostapower has no current broker registration.
How can I verify Robert Ostapower’s record?
Search CRD 4581235 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Ostapower’s full registration record.