Robert Shutzer, financial advisor San Francisco CA

Robert Shutzer

CRD Number: 1215486
Current Firm: Shutzer Investments, LLC

Robert Shutzer (CRD# 1215486) is an Investment Advisor Representative working at Shutzer Investments, LLC in San Francisco, CA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Shutzer Investments San Francisco, CA Apr 2019 - Current 4
Institute For Wealth Advisors, Inc. Dallas, TX Jan 2017 - May 2019 2
Concert Wealth Management, Inc. San Jose, CA Jan 2015 - Jun 2017 2
Sowell Financial Services, LLC North Little Rock, AR Sep 2016 - Jan 2017 < 1
J.p. Morgan Securities LLC San Francisco, CA Oct 2012 - Dec 2014 2
Chase Investment Services Corp San Francisco, CA Jan 2012 - Dec 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert S. Shutzer
Phone Number: 415-297-9929
Registered State(s):
  • CA
  • TX
Current Firm Details
Shutzer Investments, LLC
Firm's CRD Number: 301318
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $938,367
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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