Unclaimed Profile

Robert Arthur Mlenek

UNITED CAPITAL FINANCIAL ADVISORS, LLC·IRVING, Texas

Clean recordUNITED CAPITAL FINANCIAL ADVISORS, LLC

125 E JOHN CARPENTER FRWY, IRVING, TX 75062CRD# 7831380Firm CRD# 134600

Profile Verification

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

Identity

Robert Arthur Mlenek · IRVING, TX

Registration

CRD #7831380 · UNITED CAPITAL FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Arthur Mlenek is a registered financial advisor based in IRVING, Texas, affiliated with UNITED CAPITAL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

UNITED CAPITAL FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

AUM

$17.7B

Regulatory assets under management

Employees

288

Total firm employees

View all advisors at UNITED CAPITAL FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7831380

Firm CRD# 134600

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Arthur Mlenek offer?

Robert Arthur Mlenek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.

What are Robert Arthur Mlenek's credentials?

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

Where is Robert Arthur Mlenek located?

Robert Arthur Mlenek is based in IRVING, Texas, working with UNITED CAPITAL FINANCIAL ADVISORS, LLC. Their office serves clients in the IRVING metropolitan area and surrounding communities.

How does Robert Arthur Mlenek charge for services?

Robert Arthur Mlenek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED CAPITAL FINANCIAL ADVISORS, LLC?

UNITED CAPITAL FINANCIAL ADVISORS, LLC has approximately 288 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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