Robert Emrich (CRD# 4208445) is an Investment Advisor Representative working at Castleview Partners, LLC in Austin, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Point Wealth Management, LLC | Rockwall, TX | May 2020 - Current | 3 |
| Acruence Capital. LLC | San Antonio, TX | Jan 2020 - Current | 4 |
| Castleview Partners, LLC | Dallas, TX | Jun 2017 - Current | 6 |
| Manning & Napier Investor Services, Inc. | Fairport, NY | Nov 2014 - Jun 2017 | 2 |
| Manning & Napier Advisors, LLC | Fairport, NY | Oct 2014 - Jun 2017 | 2 |
| Opcion Management LLC | San Antonio, TX | Feb 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
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Total Assets Under Management270MILLIONS
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Total Number of Accounts1,308ACCOUNTS
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Average Account Value$206,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, FL, IL, OH, TX, VA
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