Robert MaltbieCRD Number: 1111876
Current Firm: Millennium Asset Management, LLC
Robert Maltbie (CRD# 1111876) is an Investment Advisor Representative working at Millennium Asset Management, LLC in Calabasas, CA and has over 22 years of experience in the finance industry.
Fried Asset Management, Inc.
|Singular Research, Inc.||Calabasas, CA||Jan 2006 - Current||12|
|Millennium Asset Management, LLC||Calabasas, CA||Jun 1999 - Current||18|
|Bardi Company LLC||Los Angeles, CA||Feb 2015 - Mar 2017||2|
|Monarch Bay Associates, LLC||San Juan Capistrano, CA||Mar 2012 - Apr 2013||1|
|Columbia Capital Securities, Inc.||Los Angeles, CA||Aug 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
Total Assets Under Management4MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$380,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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