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Robert Alan Schreiber

Capital Markets IQ, LLC

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About Robert Alan Schreiber

Robert Alan Schreiber is a registered Investment Advisor Representative in Tennessee. He is currently registered with Capital Markets IQ, LLC, and has been in the industry since 1986. Robert has a strong background in financial services, having previously worked with UBS Financial Services Inc. and Morgan Stanley DW Inc. Robert has experience providing financial planning, business consulting, and portfolio management services to a range of clients, including individuals, businesses, and charitable organizations.

Firm Information

Robert Schreiber is currently registered with Capital Markets IQ, LLC. Capital Markets IQ, LLC is an investment advisor headquartered in . They have a total of 21 investment adviser representatives and 8 licensed agents. The firm manages approximately $392,299,624 in regulatory assets under management, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Their services include financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and business consulting.

$392.30M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Schreiber’s Registration & Firm History

TN

01/01/2025 - Present

Capital Markets IQ, LLC (MEMPHIS TN)

TN

03/30/2001 - 01/07/2013

UBS FINANCIAL SERVICES INC. (MEMPHIS TN)

NY

03/20/1986 - 04/04/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1990

Series 3 - National Commodity Futures Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Alan Schreiber.
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