Robert Vetti (CRD# 7218616) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 4 years of experience in the finance industry.
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Encino, CA | Jan 2020 - Current | 4 |
| Assetmark Financial Holdings, Inc. | Encino, CA | Sep 2019 - Current | 4 |
| Regents Capital Corporation | Costa Mesa, CA | Feb 2019 - Jul 2019 | < 1 |
| Unemployed | Simi Valley, CA | Jan 2010 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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