John
Marty
Rb Capital Management, LLC
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About this Advisor
John Marty is a financial advisor based out of Burlingame, California who has 7 years of relevant experience. Marty is an employee of Rb Capital Management, LLC. Their career trajectory has included roles at Rb Capital Management, LLC, Dmk Enterprise, LLC, Cetera Advisors LLC, Invest Capital Group Mortgage, Bay Valley Properties, Fsc Securities Corp, City Of San Bruno and Apw Capital, Inc. Marty has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Rb Capital Management, LLC is a firm that has its headquarters in Reno, NV. It has offices in six locations and a total of 14 employees. It manages $628 million in total assets across its 1,267 accounts, placing it among the larger firms in the nation by assets under management. Of its 1,267 customer accounts, 30% are held by high-net-worth individuals who have greater than $1 million in assets. Rb Capital Management, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on the financial services offered. Fees billed by Rb Capital Management, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rb Capital Management, LLC Brokerage Details
$628,339,624
14
1,267
$495,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Marty Work History
John has been registered as a financial advisor for 7 years.*
Apw Capital, Inc
Rb Capital Management, LLC
Bay Valley Properties
Dmk Enterprise, LLC
Invest Capital Group Mortgage
Fsc Securities Corp
Cetera Advisors LLC
City Of San Bruno
Rb Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Marty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rb Capital Management, LLC
Walnut Creek, CA
Reno, NV
Kenwood, CA
West Harrison, NY
Burlingame, CA
Walnut Creek, CA
Shelton, CT
Fresno, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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