Unclaimed Profile

Robert Mark Milberg

SOUTHEAST ASSET ADVISORS INC·THOMASVILLE, Georgia

Series 65Clean record28 years registeredSOUTHEAST ASSET ADVISORS INC

314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 2925584Firm CRD# 107588

Profile Verification

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

Identity

Robert Mark Milberg · THOMASVILLE, GA

Registration

CRD #2925584 · SOUTHEAST ASSET ADVISORS INC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUTHEAST ASSET ADVISORS INC

LANIGAN & ASSOCIATES, P.C.

Apr 2003 – Nov 2010

THOMASVILLE, GA

SOUTHEAST ASSET ADVISORS INC

Dec 1997 – Feb 2017

THOMASVILLE, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHEAST ASSET ADVISORS, LLC

CRD 107588 · SEC 801-42952

AUM

$3.7B

Regulatory assets under management

Employees

1,345 client accounts

Services offered by SOUTHEAST ASSET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SOUTHEAST ASSET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Mark Milberg offer?

Robert Mark Milberg specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Robert Mark Milberg's credentials?

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

Where is Robert Mark Milberg located?

Robert Mark Milberg is based in THOMASVILLE, Georgia, last registered with SOUTHEAST ASSET ADVISORS INC.

How does Robert Mark Milberg charge for services?

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

How large is SOUTHEAST ASSET ADVISORS INC?

SOUTHEAST ASSET ADVISORS INC has approximately 14 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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