Robert C. Mehciz

RHM CAPITAL MANAGEMENT

KELLER, TX 76248

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CRD#: 4803353

Professional summary

Robert Corey Mehciz is a registered financial advisor currently at RHM CAPITAL MANAGEMENT, INC. located in Keller, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 3 firms and has passed the Series 66 and Series 7 exams.

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 Corey Mehciz'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 26, 2010 - Present

RHM CAPITAL MANAGEMENT, INC.

Office #1: 750 S. Main Street Suite 150-25, Keller, TX 76248Office #2: 9500 Feather Grass Ln Ste 120-305, Fort Worth, TX 76177

RIA

CRD#: 155229

KELLER, TX

Past

October 23, 2009 - October 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BAKERSFIELD, CA

Past

October 23, 2009 - October 1, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BAKERSFIELD, CA

Past

July 12, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ROSEVILLE, CA

Past

June 24, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ROSEVILLE, 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
(10/26/2010)

IAR

Texas
(8/28/2018)

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

State Security Law Exam

IAR

Series 66

Date: 7/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/23/2004

General Securities Representative Examination

Current Firm

RHM CAPITAL MANAGEMENT, INC.

MBR CAPITAL MANAGEMENT, INC. | RHM CAPITAL MANAGEMENT, INC.

CRD#: 155229 / SEC#: 801-71910

RIA

Registered Investment Advisory firm - (3/10/2011 Terminated)

California

Registered Investment Advisory firm - (3/10/2011 Approved)

Texas

Registered Investment Advisory firm - (8/28/2018 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

9500 Feather Grass Ln Ste 120-305, Fort Worth, TX 76177

Mailing Address

Phone number

(817) 809-7650

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 29,382,815

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 C. Mehciz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RHM CAPITAL MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2004

Series 7

Date: 6/23/2004

Current Firm

RHM CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RHM CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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