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Robert Horowitz

ROBERT HOROWITZ WEALTH MANAGEMENT
MILL VALLEY, CA
Some features on this profile are disabled
CRD#: 2595723
RH

Professional summary

Robert Horowitz is a registered financial advisor currently at ROBERT HOROWITZ WEALTH MANAGEMENT located in Mill Valley, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Horowitz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 23, 2003 - Present

ROBERT HOROWITZ WEALTH MANAGEMENT

RIA
CRD#: 127800
MILL VALLEY, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/23/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/1995
Uniform Investment Adviser Law Examination

Current Firm

RH
ROBERT HOROWITZ WEALTH MANAGEMENT
ROBERT HOROWITZ WEALTH MANAGEMENT | ROBERT V. HOROWITZ, LLC

CRD#: 127800 / SEC#:

California
Registered Investment Advisory firm - (10/23/2003 Approved)
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Contact information

Main Address
Larkspur, CA
Mailing Address
Phone number
(415) 927-7871
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts138
AUM (Assets Under Management)$ 87,497,305

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBERT HOROWITZ WEALTH MANAGEMENT

CRD#: 127800Mill Valley, CA

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