Robert
Anderson

Penbrook Management LLC

CRD#5516
Investment Advisor
in New York, NY
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About this Advisor

Robert Anderson is a financial advisor whose office is in New York, New York. Currently a registered financial advisor with Penbrook Management LLC, they have accrued 14 years of experience in the financial advisory industry. Anderson maintains a Series 63 license, qualifying the advisor as a securities representative. Anderson is registered to operate based out of Texas. Throughout their career, Anderson has worked at Brean Murray Carret & Co., LLC, Penbrook Management, LLC, Brean Capital, LLC and Beech Hill Securities, Inc. Penbrook Management LLC is headquartered in New York, New York, and has two other locations across the country. As a registered advisory firm, Penbrook Management LLC manages $132 million in assets across 196 client accounts and employs four staff members. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Penbrook Management LLC provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

880 Third Avenue 16Th Floor
New York, NY 10022

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Penbrook Management LLC Brokerage Details

Total Assets Under Management

$131,487,107

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

196

NY Average: 3,892
Average Account Size

$670,853

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Robert Anderson Work History

Robert has 14 years of experience.

2013 - Present (6 years)

Beech Hill Securities, Inc

2012 - 2013 (1 years)

Brean Capital, LLC

2005 - 2012 (7 years)

Brean Murray Carret & Co.,LLC

2004 - Present (15 years)

Penbrook Management, LLC

Disclosures

Robert Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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