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Robert Michael stewart Menzies

Pembroke Asset Advisors, LLC

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About Robert Michael stewart Menzies

Robert Menzies is an investment advisor representative with Pembroke Asset Advisors, LLC. Robert has been a registered representative in the securities industry since 2012. Prior to joining Pembroke, Robert worked with Waddell & Reed. Robert is also an enrolled agent and co-founder of Pembroke Tax and Business Advisors, LLC and Pembroke Insurance Advisors. Robert has his Series 7 and Series 66 registrations. Robert has a long history of working with individuals, small businesses and charitable organizations. Robert's clients have approximately $30 million of assets under management. The firm also has a history of providing financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Robert Menzies is currently registered with Pembroke Asset Advisors, LLC. Pembroke Asset Advisors, LLC is a Registered Investment Advisor with approximately $30.15 million in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. Pembroke Asset Advisors also offers investment advice to charitable organizations. The firm has one licensed agent, one investment advisor representative, and one employee performing investment advisory functions. The firm was founded in 2008 and is headquartered in Pembroke, Massachusetts.

$30.15M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Menzies’s Registration & Firm History

NV

10/23/2024 - Present

Pembroke Asset Advisors, LLC (HENDERSON NV)

OR

11/02/2012 - 09/11/2014

WADDELL & REED (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 12/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Michael stewart Menzies.
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