Robert Bush, financial advisor Scottsdale AZ

Robert Bush

CRD Number: 708319
Current Firm: Goldman Sachs Personal Financial Management

Robert Bush (CRD# 708319) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Scottsdale, AZ and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Jan 2015 - Current 7
Eric Forecasting Publication Englewood, CO Jul 1995 - Current 27
Capital Investment Counsel Denver, CA Apr 2005 - Jan 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Robert G. Bush
Phone Number: 949-999-8500
Registered State(s):
  • AZ
  • CO
By the Numbers
  • Total Assets Under Management
    17,421
    MILLIONS
  • Total Number of Accounts
    75,551
    ACCOUNTS
  • Average Account Value
    $230,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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, 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, VI, VT, WA, WI, WV, WY

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