Robert Steiner, financial advisor La Jolla CA
93 score

Robert Steiner

CRD 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.

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Company Name Location Dates Years
Summit Global Mangement Inc. San Diego, CA May 2010 - Current 6
Rs Advisors LLC San Diego, CA Feb 2009 - Current 7
Growth Capital Services San Diego, CA Jan 2009 - Current 7
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
Contact Info for Robert B. Steiner
Phone Number: 858-546-1777
Registered State(s):
  • CA
  • IL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $5,839,882
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, IL, NY, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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