Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emrich is a financial advisor with over 20 years of experience in the industry. Robert is currently registered as an Investment Advisor Representative with Castleview Partners, LLC and Acruence Capital, LLC. Robert provides investment advisory services to clients of both firms, including creating, monitoring, and updating investment models and/or tailored client portfolios. Prior to joining Castleview Partners, Robert worked at Manning & Napier Investor Services, Inc. for over 2 years and also held various roles at firms like Janus Distributors LLC, AllianceBernstein Investments, Inc., Lord Abbett Distributor LLC, and CitiCorp Investment Services. Robert holds a Series 7, Series 31, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/12/2017 - Present
Castleview Partners, LLC (Austin TX)
NY
12/22/2014 - 06/20/2017
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
CO
11/07/2008 - 02/04/2011
JANUS DISTRIBUTORS LLC (DENVER CO)
TN
04/21/2006 - 10/13/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NJ
02/10/2004 - 04/10/2006
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
06/02/2003 - 01/30/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
GA
09/17/2002 - 06/04/2003
TRIAD ADVISORS, INC. (ATLANTA GA)
NY
07/17/2001 - 09/09/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/28/2000 - 05/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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