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Robert Edward Mallernee

ETON ADVISORS GROUP, LLC·CHAPEL HILL, North Carolina
Series 7, Series 6316 years registeredETON ADVISORS GROUP, LLC
5915 FARRINGTON ROAD,, CHAPEL HILL, NC 27517CRD# 5114053Firm CRD# 289395

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Mallernee · CHAPEL HILL, NC
Registration
CRD #5114053 · ETON ADVISORS GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ETON ADVISORS
Nov 2019 – present
ETON ADVISORS, LP
Aug 2009 – Sep 2017
CHAPEL HILL, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 26, 2009
Years registered · 16
03

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ETON ADVISORS GROUP, LLC
CRD 289395 · SEC 801-111042
AUM
$2.0B
Regulatory assets under management
Employees
13
153 client accounts
Services offered by ETON ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ETON ADVISORS GROUP, LLC →
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05

Frequently Asked Questions

What services does Robert Edward Mallernee offer?
Robert Edward Mallernee specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Robert Edward Mallernee's credentials?
Robert Edward Mallernee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Mallernee located?
Robert Edward Mallernee is based in CHAPEL HILL, North Carolina, working with ETON ADVISORS GROUP, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Robert Edward Mallernee charge for services?
Robert Edward Mallernee's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ETON ADVISORS GROUP, LLC?
ETON ADVISORS GROUP, LLC has approximately 13 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ETON ADVISORS GROUP, LLC

Sarah Catherine Sculley
CHAPEL HILL, NC
William Jackson Parham
CHAPEL HILL, NC

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Research
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