Robert B. Spinelli

THE SPINELLI GROUP LLC

Reno, NV

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CRD#: 4660298

Professional summary

Robert Bryan Spinelli, CFP®, who also goes by Bob Spinelli, Robert B Spinelli, is a registered financial advisor currently at THE SPINELLI GROUP LLC located in Reno, Nevada.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Spinelli | Robert B Spinelli

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.

I am a part time employee of Zeiders Enteprises Inc. 2750 Killamey Drive Suite 100, Woodbridge VA 22192. I am a Personal Financial Counselor providing military and Department of Defense personnel advice on budgeting, credit, investing in the Thrift Savings Plan and retirement planning. I have been affiliated with Zeiders for 5 years and currently devote 80 hours per month. Appx 1.5 hours per day during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Bryan Spinelli'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 11, 2014 - Present

THE SPINELLI GROUP LLC

RIA

CRD#: 145515

Reno, NV

Past

March 24, 2008 - January 16, 2014

THE SPINELLI GROUP LLC

RIA

CRD#: 145515

PALOS VERDES PN, CA

Past

June 5, 2007 - December 3, 2008

PGR SOLUTIONS, LLC

RIA

CRD#: 119490

SAN JOSE, 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

Nevada
(4/11/2014)

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

State Security Law Exam

IAR

Series 65

Date: 6/4/2007

Uniform Investment Adviser Law Examination

Current Firm

THE SPINELLI GROUP LLC

THE SPINELLI GROUP | THE SPINELLI GROUP, INC. | THE SPINELLI GROUP LLC

CRD#: 145515 / SEC#:

California

Registered Investment Advisory firm - (1/16/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/11/2014 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Reno, NV

Mailing Address

Phone number

(310) 351-0359

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 2,791,148

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.

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Robert B. Spinelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE SPINELLI GROUP LLC

THE SPINELLI GROUP LLC

PGR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2007

Current Firm

THE SPINELLI GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE SPINELLI GROUP LLC

TRUST BUT VERIFY

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