Robert Thomas Tittle

Financial advisor at Cerity Partners LLC

Last updated 2026-10-10

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Robert Thomas Tittle is a financial advisor at Cerity Partners LLC, CRD 6534620. Licenses and exams on the registration: Series 65. IAPD registration began 2015-08-19.

Registration

CRD number
6534620
Registration status
Active
IAPD registration
2015-08-19
Industry Experience
11 years
Work Experience
11 years
States registered
KY

Licenses and exams

  • Series 65

Designations

  • CFP®

Work history

  • 2015-07 to 2023-04 · Argi Investment Services · Louisville, KY
  • 2023-04 to Present · Cerity Partners · Bowling Green, KY
  • 2024-03 to Present · Cerity Partners Retirement Plan Advisors · New York, NY

Current employment

SEC IAPD record for Robert Thomas Tittle

Cerity Partners LLC

Regulatory AUM
$161,675,524,141
Registered advisors
777
Offices
172
Clients per advisor
33.8 (Low)
Average AUM per client
$6.2M (Moderate)
High-net-worth client ratio
55.5% (High)

Cerity Partners LLC: advisors, services and reported ETF investments

About

Robert Thomas Tittle is a CFP® financial advisor at Cerity Partners LLC. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 11 years of reported work history. Reported roles include Cerity Partners Retirement Plan Advisors, Cerity Partners, Argi Investment Services.

Cerity Partners LLC's firm-level Form ADV reports 777 advisors across 172 offices; approximately 33.8 clients per advisor, average assets per client of $6,163,764, and regulatory AUM of $161.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $38.3B across 782 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Thomas Tittle personally.

Reported ETF positions

Cerity Partners reports 782 ETF positions worth $38.3B on Form 13F; the largest are listed.

Largest ETF positions reported by Cerity Partners
FundReported value
VOO — Vanguard S&P 500 ETF$3.6B
IVV — iShares Core S&P 500 ETF$2.1B
SPY — SPDR S&P 500 ETF TRUST$1.7B
VEA — Vanguard FTSE Developed Markets ETF$1.5B
IEFA — iShares Core MSCI EAFE ETF$1.1B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cerity Partners LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Accountant or Accounting Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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