Robert J. Yarmak

VERTRIX WEALTH MANAGEMENT

Mt. Juliet, TN

CRD#: 5540525

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Professional summary

Robert John Yarmak, who also goes by Bobby John Yarmak, is a registered financial advisor currently at VERTRIX WEALTH MANAGEMENT, LLC located in Mt. Juliet, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby John Yarmak

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 John Yarmak's CRS (Customer Relationship Summary).

August 11, 2017 - September 9, 2020

POLARIS GREYSTONE ADVISORY GROUP, LLC

RIA

CRD#: 171405

Troy, 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

Tennessee
(1/21/2026)

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: 8/11/2017

Uniform Investment Adviser Law Examination

Current Firm

VERTRIX WEALTH MANAGEMENT, LLC

VERTRIX WEALTH MANAGEMENT | VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547 / SEC#: 801-134983

RIA

Registered Investment Advisory firm - (12/19/2025 120-Day Approval)

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Contact information

Main Address

1909 East Big Beaver, Troy, MI 48083

Mailing Address

Phone number

(248) 602-0555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERTRIX ADV PART 2A FIRM BROCHURE (1/20/2026)

Red Flags

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

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Firm Stability Insights

Robert J. Yarmak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VERTRIX WEALTH MANAGEMENT, LLC

POLARIS GREYSTONE ADVISORY GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC

POLARIS WEALTH ADVISORY GROUP

POLARIS GREYSTONE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2017

Current Firm

VERTRIX WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VERTRIX WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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