Robert Pavel (CRD# 6545618) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Studio City, CA and has over 8 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Unionbanc Investment Services | Studio City, CA | Jul 2023 - Current | < 1 |
U.s. Bancorp Investments, Inc. | Encino, CA | May 2023 - Jul 2023 | < 1 |
U.s. Bank | Encino, CA | May 2023 - Jul 2023 | < 1 |
Unionbanc Investment Services | Sherman Oaks, CA | Mar 2019 - May 2023 | 4 |
Mufg Union Bank | Sherman Oaks, CA | Dec 2018 - May 2023 | 4 |
Jp Morgan Securities LLC | Van Nuys, CA | Jul 2015 - Dec 2018 | 3 |
Jp Morgan Chase Bank | Van Nuys, CA | Jul 2015 - Dec 2018 | 3 |
Wells Fargo Bank | Pacific Palisades, CA | Aug 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2015 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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