Robert W. Melberth

MELBERTH CAPITAL

SARASOTA, FL 34236

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CRD#: 4775230

Professional summary

Robert Wyla Melberth, who also goes by Rob Wyla Melberth, is a registered financial advisor currently at MELBERTH CAPITAL located in Sarasota, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Wyla Melberth

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.

1)-AUTOMATED RETAIL TECHNOLOGIES OR ART-NOT INVESTMENT RELATED; 7519 PENNSYLVANIA AVE,. STE 101, SARASOTA, FL 34243; ART SELLS AND MANAGES HOT FOOD VENDING MACHINES PLACED IN COLLEGES, HOSPITALS, ETC. OPERATING PARTNER-SUPERVISOR, COORDINATING PLACEMENT AND INSTALLATION OF THE VENDING MACHINES, 0 HOURS DURING SECURITIES TRADING HOURS, 12/2022 2) ASHTON GLEN HOMEOWNERS ASSOCIATION, INC.-NOT INVESTMENT RELATED; PO BOX 110223 NAPLES, FL 34108, HOA OF ASHTON GLEN; VP; MAKING DECISIONS ON LANDSCAPING AND ALLOCATION OF RESOURCES, 0 HOURS DURING SECURITIES TRADING HOURS; 01/2023 3) THE ZIFF AGENCY, LLL INVESTMENT RELATED; 2118 60TH DRIVE EAST BRADENTON FL 34203, FIXED INSURANCE SALES/SOLICITATION, AGENT, SOLICITATION OF NEW FIXED LIFE INSURANCE BUSINESS, 5 HRS PER MONTH WITH 0 DURING SECURITIES TRADING HOURS, 03/2022 4) Avakel, LLC; Not investment related; 5307 Anthony Lane, Sarasota, FL 34233; Consulting / Structuring; Consultant; 4/5/2023; 5 hours per month; General Business Advice 5) JRKM, LLC, Investment related, 1777 Main Street, Suite 9, Sarasota, FL 34236, Life Insurance and Marketing, Owner, 5 hours per month, Life Insurance Sales. 6) .Avion Air Group; Not investment related; 205 Tallevast Rd., #410, Tallevast FL 34270; Aviation Sales / Procurement / Charter; Partner; 3/27/2024; 5 hrs per month; 1 during trading hours; ENGAGED IN THE MARKETING, SALES, BROKERAGE, FULLFILLMENT, AND MANAGEMENT OF PRIVATE AIRCRAFT PRODUCTS. 7) Applied Biologics, Not Investment related, 8444 N. 90th St. Suite 115 Scottsdale, AZ 85258, Medical Sales, Outside Sales Representative, 9/23/2024, 5 hours per month, 1 during market open.e3 8) Precision Mobile. LLC: Not investment related; 5307 anthony Ln. Sarasota, FL 34233. Wireless Plan Reseller; Owner / Founder; 4/21/2025; 5 hours per month; Decision making for a wireless plan reseller company, Running the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wyla Melberth'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

July 22, 2020 - Present

MELBERTH CAPITAL

Office #1: 1777 Main Street Unit 9, Sarasota, FL 34236

RIA

CRD#: 110692

SARASOTA, FL

Past

June 22, 2004 - March 1, 2005

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

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

Florida
(7/22/2020)

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 66

Date: 11/15/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/7/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/21/2004

General Securities Representative Examination

Current Firm

MELBERTH CAPITAL

MELBERTH CAPITAL | MELBERTH ENTERPRISES LLC

CRD#: 309657 / SEC#:

Florida

Registered Investment Advisory firm - (7/22/2020 Approved)

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Contact information

Main Address

1777 Main Street Unit 9, Sarasota, FL 34236

Mailing Address

Phone number

(941) 320-1359

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 13,500,055

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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Firm Stability Insights

Robert W. Melberth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EMERSON EQUITY LLC

AEGIS CAPITAL CORP.

AEGIS CAPITAL CORP.

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

SPC

SIGMA FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2004

SIE

Date: 10/1/2018

Series 31

Date: 6/7/2005

Series 7

Date: 6/21/2004

Current Firm

MELBERTH CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MELBERTH CAPITAL

TRUST BUT VERIFY

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