Robert SteinerCRD Number: 5341764
Current Firm: Summit Global Management Inc.
Robert Steiner (CRD# 5341764) is an Investment Advisor Representative working at Summit Global Management Inc. in La Jolla, CA and has over 8 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Summit Global Mangement Inc.||San Diego, CA||May 2010 - Current||7|
|Rs Advisors LLC||San Diego, CA||Feb 2009 - Current||8|
|Growth Capital Services||San Diego, CA||Jan 2009 - Current||8|
|Aquillian Investments||San Francisco, CA||Jul 2007 - Jan 2009||1|
|Waterleaders||Danville, CA||Jan 2007 - Jul 2007||< 1|
|Blackhawk Services||Danville, CA||May 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management99MILLIONS
Total Number of Accounts17ACCOUNTS
Average Account Value$5,839,882
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, IL, NY, OH, TX
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