Robert
Shull

Public Trust Advisors, LLC

CRD#1372075
Investment Advisor
in Denver, CO

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About this Advisor

Robert Shull is a financial advisor based in Denver, Colorado, working with Public Trust Advisors, LLC. Robert has previously held positions at Calvert Investment Distributors, Inc, Pnc Capital Advisors, LLC, Pnc Funds Distributor, LLC, American Savings Bank, Jacob Strategies, Emerge Capital Management, and Public Trust Advisors, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Robert is part of Public Trust Advisors, LLC, which operates out of Denver, Colorado. The firm has 5 offices and 81 employees. The firm manages assets totaling $81.1 billion and offers services including portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Public Trust Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

717 17Th Street Suite 1850
Denver, CO 80202

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Public Trust Advisors, LLC Brokerage Details

Total Assets Under Management

$81,139,239,094

CO Average: $2,349,664,866
Total Number of Employees

81

CO Average: 28
Total Number of Accounts

82

CO Average: 1,101
Average Account Size

$989,502,916

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Robert Shull Work History

2022 - Present (2 years)

Public Trust Advisors, LLC

2022 - 2022 (< 1 year)

Jacob Strategies

2022 - 2022 (< 1 year)

Emerge Capital Management

2021 - 2021 (< 1 year)

American Savings Bank

2016 - 2019 (3 years)

Pnc Capital Advisors, LLC

2016 - 2019 (3 years)

Pnc Funds Distributor, LLC

2013 - 2015 (2 years)

Calvert Investment Distributors, Inc

Disclosures

Please visit the SEC profile of Robert Shull 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 Public Trust Advisors, LLC

Dylana Gross
Denver, CO
Sean Fitzgerald
Denver, CO
Robert Shull
Denver, CO
Cory Gebel
Denver, CO
Randy Palomba
Denver, CO
Othneil Waud
Denver, CO
Adam Gunning
Denver, CO
Brett Parsons
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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