Robert Bodner (CRD# 7589901) is an Investment Advisor Representative working at Checchi Capital Advisers, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Checchi Capital Advisers | Los Angeles, CA | May 2022 - Current | 2 |
| University Of Southern California, Mba Program | Los Angeles, CA | Aug 2020 - May 2022 | 1 |
| Green Harvest Asset Management | New York, NY | May 2021 - Aug 2021 | < 1 |
| Endeavor | Beverly Hills, CA | Feb 2017 - Aug 2020 | 3 |
| Unemployed | New York, NY | Jan 2017 - Feb 2017 | < 1 |
| Creative Artist Agency | Los Angeles, CA | Sep 2016 - Dec 2016 | < 1 |
| Unemployed | West Orange, NJ | May 2016 - Sep 2016 | < 1 |
| Syracuse University | Syracuse, NY | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management1,899MILLIONS
-
Total Number of Accounts1,012ACCOUNTS
-
Average Account Value$1,876,302
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NE, NY, TX
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