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Robert Edward Mallernee

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Mallernee · CHAPEL HILL, NC
Registration
CRD #5114053 · ETON ADVISORS GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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

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

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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