Unclaimed Profile

Robert Steven Farrell

PRESIDIUM PARTNERS, LLC·SAN RAMON, California

Series 7, Series 63, Series 65Clean record28 years registeredPRESIDIUM PARTNERS, LLC

2400 CAMINO RAMON, SAN RAMON, CA 94583CRD# 2531767Firm CRD# 144589

Profile Verification

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

Identity

Robert Steven Farrell · SAN RAMON, CA

Registration

CRD #2531767 · PRESIDIUM PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

SUMMIT GLOBAL INVESTMENTS, LLC

Mar 2021 – present

PRESIDIUM PARTNERS, LLC

Dec 2007 – Mar 2021

SAN RAMON, CA

CREDIT SUISSE FIRST BOSTON

Jan 2003 – Aug 2004

SAN FRANCISCO, CA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Sep 1997 – Jan 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 2, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESIDIUM PARTNERS, LLC

CRD 144589 · SEC 801-110121

AUM

$162M

Regulatory assets under management

Employees

257 client accounts

Services offered by PRESIDIUM PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRESIDIUM PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Steven Farrell offer?

Robert Steven Farrell specializes in Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.

What are Robert Steven Farrell's credentials?

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

Where is Robert Steven Farrell located?

Robert Steven Farrell is based in SAN RAMON, California, working with PRESIDIUM PARTNERS, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Robert Steven Farrell charge for services?

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

How large is PRESIDIUM PARTNERS, LLC?

PRESIDIUM PARTNERS, LLC has approximately 2 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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