Unclaimed Profile

Robert Charles Shier

MULLINTBG ADVISORY SERVICES, LLC·IRVINE, California

Series 7, Series 63, Series 65Clean record31 years registeredMULLINTBG ADVISORY SERVICES, LLC

JAMBOREE CENTER, 5 PARK PLAZA, IRVINE, CA 92614CRD# 2198996Firm CRD# 141445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Charles Shier · IRVINE, CA

Registration

CRD #2198996 · MULLINTBG ADVISORY SERVICES, LLC · 31 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Dec 2012 – present

HPM PARTNERS ADVISOR ALLIANCE LLC

Nov 2012 – Sep 2017

COSTA MESA, CA

MULLINTBG ADVISORS

Nov 2006 – Nov 2012

IRVINE, CA

M HOLDINGS SECURITIES, INC.

Jun 2006 – Jun 2006

IRVINE, CA

TBG ADVISORY SERVICES CORPORATION

Mar 2005 – Apr 2007

NEWPORT BEACH, CA

THE AYCO COMPANY,L.P.

Mar 1995 – Oct 2004

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 23, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MULLINTBG ADVISORY SERVICES, LLC

CRD 141445 · SEC 801-67161

AUM

$425M

Regulatory assets under management

Employees

372 client accounts

Services offered by MULLINTBG ADVISORY SERVICES, LLC

Per Form ADV

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at MULLINTBG ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Charles Shier offer?

Robert Charles Shier is a registered financial advisor in IRVINE, California. Contact their office for details on services offered.

What are Robert Charles Shier's credentials?

Robert Charles Shier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Charles Shier located?

Robert Charles Shier is based in IRVINE, California, working with MULLINTBG ADVISORY SERVICES, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Robert Charles Shier charge for services?

Robert Charles Shier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MULLINTBG ADVISORY SERVICES, LLC?

MULLINTBG ADVISORY SERVICES, LLC has approximately 15 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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