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Robert Loth Markstein

Professional Management Associates, Inc.

North Attleboro, MA

CRD 6173262

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Employer firm

Professional Management Associates, Inc. CRD 167034

Reported services (Item 5G)

  • Selection of other advisers
  • SOLICITOR TO 3RD-PARTY SEC RIA

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

Current Employers
Professional Management Associates, Inc.

79 Homeward Lane, North Attleboro, MA 02760 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2013-03-22
  • MA RA
    APPROVED_RES
    Since 2013-03-22

Branch Locations

79 Homeward Lane, North Attleboro, MA 02760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pma, Inc North Attleboro MA 03/2013 Present
Professional Management Associates, Inc North Attleboro MA 07/1996 Present

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC

Nearby Investors

Christopher David Gauthier
VANNAK SAO
Christopher J Kheirallah

Nearby Offices

PROACTIVE FINANCIAL SOLUTIONS 360, LLC · NORTH ATTLEBORO, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH ATTLEBORO, MA
INTEGRATED WEALTH CONCEPTS LLC · NORTH ATTLEBORO, MA

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