Unclaimed Profile

Robert W. Speidel

EVERETT HARRIS & CO·LOS ANGELES, California

Clean record23 years registeredEVERETT HARRIS & CO

801 SOUTH FIGUEROA STREET, LOS ANGELES, CA 90017CRD# 4579697Firm CRD# 106830

Profile Verification

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

Identity

Robert W. Speidel · LOS ANGELES, CA

Registration

CRD #4579697 · EVERETT HARRIS & CO · 23 years registered

Brand Profile

Not yet started

Career History

EVERETT HARRIS & CO

Oct 2002 – present

Registrations & Exams

Registration record

First registered · October 29, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERETT HARRIS & CO

CRD 106830 · SEC 801-853

AUM

$10.0B

Regulatory assets under management

Employees

1,784 client accounts

Services offered by EVERETT HARRIS & CO

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERETT HARRIS & CO →

Introduction

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Frequently Asked Questions

What services does Robert W. Speidel offer?

Robert W. Speidel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Robert W. Speidel's credentials?

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

Where is Robert W. Speidel located?

Robert W. Speidel is based in LOS ANGELES, California, working with EVERETT HARRIS & CO. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Robert W. Speidel charge for services?

Robert W. Speidel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERETT HARRIS & CO?

EVERETT HARRIS & CO has approximately 18 employees and manages $10.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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