Robert Daniel Priske
Professional Summary
Robert Daniel Priske is a registered financial advisor currently at ROBERT PRISKE, LLC located in Honolulu, Hawaii. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
PRISKE ROBERT | ROBERT PRISKE, LLC | PRISKE ROBERT DANIEL
Contact Information
Main Address
4211 Waialae Ave Ste 201 Kahala Office Tower, Honolulu, HI 96816-5312Phone Number
735-8882# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
473AUM (Assets Under Management)
$159,050,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PRISKE ROBERT | ROBERT PRISKE, LLC | PRISKE ROBERT DANIEL
State Registrations and Notice Filings
(3/20/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Sep 1983About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Daniel Priske's CRS (Customer Relationship Summary).
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