AdvisorOS Directory
Claim Profile
RM

Robert Edward Mallernee

ETON ADVISORS GROUP, LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
5915 FARRINGTON ROAD,, CHAPEL HILL, NC 27517CRD# 5114053Firm CRD# 289395
01

About

Robert Edward Mallernee is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with ETON ADVISORS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ETON ADVISORS GROUP, LLC
ETON ADVISORS
AUM
$2.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ETON ADVISORS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 5114053
Firm CRD# 289395
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ETON ADVISORS GROUP, LLC

Maxime Bonjean
CHAPEL HILL, NC
Sarah Catherine Sculley
CHAPEL HILL, NC
William Jackson Parham
CHAPEL HILL, NC
Teresa Eriksson
CHAPEL HILL, NC

More Advisors in CHAPEL HILL, North Carolina

Lister Delgado
IDEA FUND PARTNERS, LLC·CHAPEL HILL, NC
Andrew William Blass
ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, NC
H. Irving Grousbeck
GOLDEN BELL PARTNERS, LLC·CHAPEL HILL, NC
James Alexander Mason
PCA ADVISORS, LLLP·CHAPEL HILL, NC
Joel David Hornstein
7702 INVESTMENT MANAGEMENT LLC·CHAPEL HILL, NC
Kenneth Carl Nelson
HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile