Bobbie Zerby, financial advisor San Leandro CA

Bobbie Zerby

CRD Number: 6978795
Current Firm: Mml Investors Services, LLC

Bobbie Zerby (CRD# 6978795) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Walnut Creek, CA Sep 2018 - Current 5
Massmutual Life Insurance Company Walnut Creek, CA Sep 2017 - Current 6
Lime Light Crm San Francisco, CA Aug 2016 - Oct 2017 1
Hood And Strong San Francisco, CA Aug 2013 - Jul 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Bobbie Zerby
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, VT, WA, WI, WV, WY

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