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Ron Sam Nussbaum

Maverick Value, LLC

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About Ron Sam Nussbaum

Ron Nussbaum is a registered Investment Advisor Representative with Maverick Value, LLC. Ron's firm is registered with the state of California and primarily manages assets for high net worth individuals. Ron is also a registered Investment Advisor Representative in the state of California and has been registered with the state since October 7, 2014. Ron has been in the investment industry since September 8, 2010. Prior to joining Maverick Value, LLC, Ron worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ron is a Series 63, 65 and 79 licensed individual.

Firm Information

Ron Nussbaum is currently registered with Maverick Value, LLC. Maverick Value, LLC is an investment advisor headquartered in , providing portfolio management services for individuals. The firm manages approximately $9,074,228 in assets for 7 clients.

$9.07M

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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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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percentage of assets

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

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Ron Nussbaum’s Registration & Firm History

CA

10/07/2014 - Present

Maverick Value, LLC (LOS ANGELES CA)

NC

12/19/2011 - 09/12/2012

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

CA

09/08/2010 - 08/19/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)

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Licenses & Designations

IA

Issued 05/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ron Sam Nussbaum.
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