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RIA / WealthAdvisor26 years in industry

ROBERT NICHOLAS BARONE

Advisor at UNIVERSAL VALUE ADVISORS

RENO, NV | Reno, NV | NEW YORK, NY

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Search this name across graphsid dfx:ria:e7c8331d-6d4c-16b1-bd00-5fb592c11b58

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNIVERSAL VALUE ADVISORS
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Exams: S65|S66
First exam: May 11, 2000
First registration: Nov 9, 2005
Dual registered: no
IAPD individual key: 837563

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jan 9, 2025	n/a	yes	Reno, NV\|NEW YORK, NY	Current employment
UNIVERSAL VALUE ADVISORS	Asset manager	Jan 20, 2017	n/a	yes	RENO, NV	Current employment
Farther	Independent wealth	Jun 22, 2023	Dec 17, 2024	no	Reno, NV\|SAN FRANCISCO, CA	Previous registration
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	Feb 20, 2019	Jul 11, 2023	no	Reno, NV	Previous registration
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Former SEC adviser	Oct 17, 2016	Mar 22, 2019	no	Reno, NV\|FOXBORO, MA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Aug 6, 2014	Dec 31, 2016	no	RENO, NV\|SAN JOSE, CA	Previous registration
UNIVERSAL VALUE ADVISORS	Former SEC adviser	Feb 10, 2006	Dec 31, 2014	no	RENO, NV	Previous registration
ADAGIO CAPITAL MANAGEMENT, LLC	n/a	Nov 9, 2005	May 30, 2007	no	RENO, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Farther	Savvy	Dec 17, 2024	Jan 9, 2025	23	Firm change	RIA to RIA
FOURSTAR WEALTH ADVISORS, LLC	Farther	Jul 11, 2023	Jun 22, 2023	-19	Firm change	RIA to RIA
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	UNIVERSAL VALUE ADVISORS	Mar 22, 2019	Jan 20, 2017	-791	Firm change after gap	Other
CONCERT WEALTH MANAGEMENT	FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC	Dec 31, 2016	Oct 17, 2016	-75	Firm change after gap	Other
UNIVERSAL VALUE ADVISORS	CONCERT WEALTH MANAGEMENT	Dec 31, 2014	Aug 6, 2014	-147	Firm change after gap	Other
ADAGIO CAPITAL MANAGEMENT, LLC	UNIVERSAL VALUE ADVISORS	May 30, 2007	Feb 10, 2006	-474	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
302050:318493:CA:2024-12-17	Dec 17, 2024	Jan 9, 2025	SAN FRANCISCO, CA	Firm change
169613:302050:NV:2023-07-11	Jul 11, 2023	Jun 22, 2023	RENO, NV	Firm change
141253:112296:CA:2016-12-31	Dec 31, 2016	Oct 17, 2016	SAN JOSE, CA	Firm change after gap

Relationships

Registered with (8)

→ SAVVYRegistered adviserregistration: current employment
Jan 9, 2025 to presentfactForm ADV
→ UNIVERSAL VALUE ADVISORSRegistered adviserregistration: current employment
Jan 20, 2017 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Jun 22, 2023 to Dec 17, 2024factForm ADV
→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 20, 2019 to Jul 11, 2023factForm ADV
→ FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Oct 17, 2016 to Mar 22, 2019factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 6, 2014 to Dec 31, 2016factForm ADV
→ UNIVERSAL VALUE ADVISORSRegistered adviserregistration: previous registration
Feb 10, 2006 to Dec 31, 2014factForm ADV
→ ADAGIO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 9, 2005 to May 30, 2007factForm ADV

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
Robert Nicholas Barone left Farther for Savvy (registered 2025-01-09)
Form ADVobserved 5 days ago
Occurred
Jul 11, 2023
Advisor changed firm
Robert Nicholas Barone left Fourstar Wealth Advisors, Llc for Farther (registered 2023-06-22)
Form ADVobserved 5 days ago