Robert Henry Himmelman

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 12/2015 → 07/2020
  Ubs Financial Services Inc
  Weehawken, NJ
• 07/2020 → 12/2021
  Fidelity Investments
  Phoenix, AZ
• 01/2022 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 12/2021 → 04/2022
  Bank Of America, N.A.
  Scottsdale, AZ
• 04/2022 → 04/2023
  Tmd Wealth Management
  Scottsdale, AZ
• 05/2023 → 12/2023
  Cardone Ventures
  Scottsdale, AZ
• 12/2023 → 02/2024
  Unemployed
  Paradise Valley, AZ
• 02/2024 → 03/2024
  Evervest Financial
  Scottsdale, AZ
• 02/2024 → 06/2024
  Lpl Financial Llc
  Scottsdale, AZ
• 02/2024 → 03/2024
  Stratos Wealth Partners, Ltd
  Scottsdale, AZ
• 06/2024 → 05/2025
  Fortitude Family Office
  Scottsdale, AZ
• 05/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2024-06-26 → 2025-05-22
  Fortitude Family Office
  Scottsdale, AZ
  Scottsdale, AZ
• 2024-02-27 → 2024-03-28
  Stratos Wealth Partners, Ltd
  Scottsdale, AZ
• 2022-05-13 → 2023-02-28
  Tmd Wealth Management
  Scottsdale, AZ
• 2021-12-01 → 2022-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2020-08-20 → 2021-11-30
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ
• 2016-03-03 → 2020-07-09
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01

Designations

• Certified Financial Planner

Other Names

• Robert Himmelman
• Robert Henry Himmelman