Unclaimed Profile

Robert Coneybeer

SHASTA VENTURES MANAGEMENT, LLC·PORTOLA VALLEY, California

Clean recordSHASTA VENTURES MANAGEMENT, LLC

3130 ALPINE ROAD, PORTOLA VALLEY, CA 94028CRD# 6040755Firm CRD# 162676

Profile Verification

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

Identity

Robert Coneybeer · PORTOLA VALLEY, CA

Registration

CRD #6040755 · SHASTA VENTURES MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Coneybeer is a registered financial advisor based in PORTOLA VALLEY, California, affiliated with SHASTA VENTURES MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SHASTA VENTURES MANAGEMENT, LLC

SHASTA VENTURES

AUM

$2.0B

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at SHASTA VENTURES MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6040755

Firm CRD# 162676

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Coneybeer offer?

Robert Coneybeer specializes in Retirement Planning. Contact their office in PORTOLA VALLEY, California for a consultation.

What are Robert Coneybeer's credentials?

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

Where is Robert Coneybeer located?

Robert Coneybeer is based in PORTOLA VALLEY, California, working with SHASTA VENTURES MANAGEMENT, LLC. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.

How does Robert Coneybeer charge for services?

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

How large is SHASTA VENTURES MANAGEMENT, LLC?

SHASTA VENTURES MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $2.0B in regulatory assets under management. See their Form ADV for full details.

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