Robert Linzay, financial advisor San Dimas CA

Robert Linzay

CRD Number: 4264270
Current Firm: Ameriprise Financial Services, LLC

Robert Linzay (CRD# 4264270) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Dimas, CA and has over 20 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Ameriprise Financial Services, Inc. San Dimas, CA May 2015 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney Clarmont, CA Jun 2009 - May 2015 5
Citigroup Global Markets Inc. Claremont, CA Jul 2005 - May 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Robert M. Linzay
Phone Number: 612-671-3131
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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