Robert Minasian, financial advisor Commerce MI

Robert Minasian

CRD Number: 3222210
Current Firm: Personal Wealth Management, LLC

Robert Minasian (CRD# 3222210) is an Investment Advisor Representative working at Personal Wealth Management, LLC in Commerce, MI and has over 24 years of experience in the finance industry.

Company Name Location Dates Years
Personal Wealth Management, LLC Commerce, MI Oct 2016 - Current 7
Novus Investments LLC San Ramon, CA May 2013 - Current 10
Prime Meridian Capital Management, LLC San Ramon, CA May 2013 - Current 10
Ele Wealth Advisors, Inc. Southfield, MI Jan 2016 - Oct 2016 < 1
Ele Advisory Services, LLC Southfield, MI Dec 2015 - Oct 2016 < 1
Lowell And Company Inc. Lubbock, TX May 2014 - Nov 2015 1
Dalton Strategic Investment Services Inc. Knightstown, IN Jan 2010 - Jun 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Robert A. Minasian
Phone Number: 248-363-4171
Registered State(s):
  • MI
Current Firm Details
Personal Wealth Management, LLC
Firm's CRD Number: 285074
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $200,865
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.