Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Malone Eberley is an active investment advisor representative. Robert has been in the industry since 1993 and has been with Hirtle, Callaghan & Co., LLC since December 2017. Robert's previous firms include Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Kim Eng Securities U.S.A. Inc., Auerbach Grayson & Company Incorporated, BNP Paribas Securities Corp., ABN AMRO Incorporated, Credit Lyonnais Securities (USA), Inc., Salomon Brothers Inc., MeesPierson Investment Finance (U.S.) Inc., Pierson, Heldring & Pierson Investment Finance (U.S.) Inc. and Kidder, Peabody & Co. Incorporated. Robert holds Series 3, 7, 30, 63 and 65 licenses and is registered in Pennsylvania. Robert specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
12/12/2017 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
NY
01/23/2015 - 04/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/27/2011 - 12/03/2014
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NY
03/14/2011 - 05/25/2011
KIM ENG SECURITIES U.S.A. INC. (NEW YORK NY)
NY
08/13/2008 - 12/02/2008
AUERBACH GRAYSON & COMPANY INCORPORATED (NEW YORK NY)
NY
10/04/2007 - 06/19/2008
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
CT
08/18/2000 - 04/26/2002
ABN AMRO INCORPORATED (STAMFORD CT)
NY
02/03/1995 - 08/16/2000
CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)
NY
09/25/1993 - 02/14/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NA
01/26/1993 - 09/07/1993
MEESPIERSON INVESTMENT FINANCE (U.S.) INC.
NA
09/08/1992 - 10/22/1992
PIERSON, HELDRING & PIERSON INVESTMENT FINANCE (U.S.) INC.
NY
10/19/1988 - 10/18/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2020
Series 30 - NFA Branch Manager Examination
BC
Issued 02/12/2018
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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