Robert Millstein
Professional summary
Robert Millstein, who also goes by Robert Michael Millstein, Roby Millstein, Rohit Millstein, is a registered financial advisor currently at MILLSTEIN ADVISORS, LLC located in Missouri City, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Millstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2009 - Present
MILLSTEIN ADVISORS, LLC
July 1, 2008 - December 1, 2008
FIDELITY BROKERAGE SERVICES LLC
November 9, 2007 - March 19, 2008
MILLSTEIN INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2024)
(9/15/2009)
Exams
Current Firm
MILLSTEIN ADVISORS, LLC
CRD#: 150992 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 10,040,927 |
Red Flags
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