Robert MayneCRD Number: 6054128
Current Firm: Strategic Advisers, Inc.
Robert Mayne (CRD# 6054128) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Feb 2012 - Current||4|
|Bisco Industries||Salt Lake City, UT||Jan 2012 - Feb 2012||< 1|
|Congressman Jason Chaffetz||West Jordan, UT||Aug 2011 - Dec 2011||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2010 - Aug 2011||1|
|1-800 Contacts||Draper, UT||Feb 2008 - Aug 2010||2|
|Eyre Electric||Draper, UT||Mar 2007 - Feb 2008||< 1|
|Church Of Jesus Christ Of Latter-day Saints||Rio De Janeiro,||Mar 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV