Unclaimed Profile

Robert Ryan Shelby

ZAZOVE ASSOCIATES LLC·INCLINE VILLAGE, Nevada

Clean recordZAZOVE ASSOCIATES LLC

1001 TAHOE BLVD, INCLINE VILLAGE, NV 89451CRD# 6725238Firm CRD# 104751

Profile Verification

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

Identity

Robert Ryan Shelby · INCLINE VILLAGE, NV

Registration

CRD #6725238 · ZAZOVE ASSOCIATES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Ryan Shelby is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with ZAZOVE ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ZAZOVE ASSOCIATES LLC

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZAZOVE ASSOCIATES LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6725238

Firm CRD# 104751

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Ryan Shelby offer?

Robert Ryan Shelby specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in INCLINE VILLAGE, Nevada for a consultation.

What are Robert Ryan Shelby's credentials?

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

Where is Robert Ryan Shelby located?

Robert Ryan Shelby is based in INCLINE VILLAGE, Nevada, working with ZAZOVE ASSOCIATES LLC. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.

How does Robert Ryan Shelby charge for services?

Robert Ryan Shelby'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 ZAZOVE ASSOCIATES LLC?

ZAZOVE ASSOCIATES LLC has approximately 25 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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