Unclaimed Profile

Roberta Sue Matlin

INLAND INSTITUTIONAL CAPITAL, LLC·OAK BROOK, Illinois

SIE, Series 7, Series 22, Series 24, Series 39, Series 63, Series 65, Series 79TO, Series 99TOClean record18 years registeredINLAND INSTITUTIONAL CAPITAL, LLC

2901 BUTTERFIELD ROAD, OAK BROOK, IL 60523CRD# 1337495Firm CRD# 157789

Profile Verification

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

Identity

Roberta Sue Matlin · OAK BROOK, IL

Registration

CRD #1337495 · INLAND INSTITUTIONAL CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INLAND INSTITUTIONAL CAPITAL, LLC

INLAND INVESTMENT ADVISORS, LLC

Mar 2008 – Dec 2023

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 39

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · March 31, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INLAND INSTITUTIONAL CAPITAL, LLC

CRD 157789 · SEC 801-74463

AUM

$8M

Regulatory assets under management

Employees

1 client accounts

Services offered by INLAND INSTITUTIONAL CAPITAL, LLC

Per Form ADV

Financial planning

Selection of other advisers

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at INLAND INSTITUTIONAL CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Roberta Sue Matlin offer?

Roberta Sue Matlin specializes in Financial Planning, Wealth Management.

What are Roberta Sue Matlin's credentials?

Roberta Sue Matlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberta Sue Matlin located?

Roberta Sue Matlin is based in OAK BROOK, Illinois, last registered with INLAND INSTITUTIONAL CAPITAL, LLC.

How does Roberta Sue Matlin charge for services?

Roberta Sue Matlin'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 INLAND INSTITUTIONAL CAPITAL, LLC?

INLAND INSTITUTIONAL CAPITAL, LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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