Robert M. Asklar

MILL CREEK CAPITAL ADVISORS

Conshohocken, PA 19428

Some features on this profile are disabled

CRD#: 5660650

Professional summary

Robert M Asklar, CFP®, who also goes by Bob Michael Asklar Jr, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Michael Asklar Jr

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 M Asklar's CRS (Customer Relationship Summary).

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: 2013

Experience

Current

July 8, 2015 - Present

MILL CREEK CAPITAL ADVISORS, LLC

Office #1: 161 Washington Street Suite 1500, Conshohocken, PA 19428

RIA

CRD#: 141470

Conshohocken, PA

Past

November 9, 2010 - April 13, 2015

MYCIO WEALTH PARTNERS, LLC

RIA

CRD#: 134436

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

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

Pennsylvania
(7/8/2015)

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: 11/8/2010

Uniform Investment Adviser Law Examination

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

161 Washington Street Suite 1500, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 941-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILL CREEK CAPITAL ADVISORS, LLC (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,260
AUM (Assets Under Management)	$ 9,169,595,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2025	Cover Page	Report

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Delray Beach, FL

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert M. Asklar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MILL CREEK CAPITAL ADVISORS, LLC

MYCIO WEALTH PARTNERS, LLC

Primary Firm SEC Registration

MILL CREEK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2010

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILL CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors