Robert Michael Stewart Menzies

Employer firm

Pembroke Asset Advisors, LLC CRD 172999

$53.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Braeside Farms Llc
  Estacada, OR
• 05/2013 → 12/2016
  Pueblo A Pueblo
  Washington, DC
• 01/2005 → 06/2017
  Oregon Institute Of Technology
  Wilsonville, OR
• 09/2014 → Present
  Pembroke Asset Advisors, Llc
  Henderson, NV
• 11/2016 → Present
  Pembroke Tax And Business Advisors
  Henderson, NV
• 09/2014 → Present
  Pembroke Insurance Advisors
  Henderson, NV
• 01/2016 → 06/2022
  The Wetlands Conservancy
  Portland, OR

Previous Registrations

• 2013-01-28 → 2014-09-11
  Waddell & Reed
  Seattle, WA

Other Businesses

Braeside Farms; Investment Related: No; Owner/Manager; Location: Estacada, OR; Start Date: 01/2000; Nature of Business: Farming; 5 hrs/mo, 0 hrs/mo during trading hours. Pembroke Tax and Business Advisors, LLC; Investment Related: Yes; Co-Founder/Enrolled Agent; Location; Henderson, NV; Start Date: 11/2016; Nature of Business: Tax and Business Consulting for individuals and small businesses; Responsibilities: bookkeeping, accounting services, payroll processing and tax preparation; 10 hrs/mo are spent on this activity during trading hours, 25 hrs/mo are spent on this activity outside of trading hours. Pembroke Insurance Advisors; Investment Related: Yes; Independent Insurance Agent; Location: Henderson, NV; Start Date: 09/2014; Nature of Business: Insurance sales; 10 hrs/mo during trading hours, 25 hrs/mo outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-15

Other Names

• Mike Menzies
• Robert Michael Menzies