Colin Probert, financial advisor Tiburon CA

Colin Probert

CRD Number: 6444944
Current Firm: Probert Investment Advisers, LLC

Colin Probert (CRD# 6444944) is an Investment Advisor Representative working at Probert Investment Advisers, LLC in Tiburon, CA and has over 8 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Tiburon CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Tiburon CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor Tiburon CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Probert Investment Advisers, LLC Tiburon, CA Oct 2014 - Current 9
Retired Tiburon, CA Jan 2007 - Oct 2014 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Colin C. Probert
Phone Number: 415-272-3213
Registered State(s):
  • CA
Current Firm Details
Probert Investment Advisers, LLC
Firm's CRD Number: 174315
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $4,699,092
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.