Robert Lybbert, financial advisor Kirkland WA

Robert Lybbert

CRD Number: 7451138
Current Firm: Elite Wealth Management, Inc.

Robert Lybbert (CRD# 7451138) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Elite Wealth Management, Inc. Kirkland, WA Nov 2023 - Current < 1
Lattice Capital Management LLC Kirkland, WA Nov 2023 - Current < 1
Elite Wealth Management, Inc. Kirkland, WA Sep 2021 - Nov 2023 2
Lattice Capital Management LLC Kirkland, WA Sep 2021 - Nov 2023 2
Keybank Na Kirkland, WA Jun 2021 - Sep 2021 < 1
Keybank Na Sammamish, WA Jun 2020 - Jun 2021 1
Western Washington University Bellingham, WA Sep 2019 - Jun 2020 < 1
Keybank Na Redmond, WA Jun 2019 - Sep 2019 < 1
Western Washington University Bellingham, WA Sep 2018 - Jun 2019 < 1
Central Washington Management Company Quincy, WA May 2017 - Sep 2018 1
Columbia Water Sport Rentals Quincy, WA May 2016 - Sep 2018 2
Ephrata High School Ephrata, WA Aug 2017 - Jun 2018 < 1
Ephrata High School Ephrata, WA Aug 2016 - Jun 2017 < 1
Ephrata High School Ephrata, WA Aug 2015 - Jun 2016 < 1
Ephrata High School Ephrata, WA Aug 2014 - Jun 2015 < 1
Ephrata Middle School Ephrata, WA Aug 2012 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Robert V. Lybbert
Phone Number: 425-828-4300
Firm Website: https://www.elitewm.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    1,754
    ACCOUNTS
  • Average Account Value
    $568,035
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, OR, TX, WA

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