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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Shutzer Investments | San Francisco, CA | Apr 2019 - Current | 5 |
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 |
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- CA
- TX
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Total Assets Under Management22MILLIONS
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Total Number of Accounts23ACCOUNTS
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Average Account Value$938,367
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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