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Robert Joseph Michalik

Optimized Investment Partners, LLC

Cardiff, CA

CRD 7561351

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Employer firm

Optimized Investment Partners, LLC CRD 322145

$525M regulatory AUM

Reported services (Item 5G)

  • PORTFOLIO MANAGEMENT FOR SMALL GOVERNMENT AGENCIES, CONSULTING SERVICES

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

Current Employers
Optimized Investment Partners, Llc

Cardiff, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-28
  • CA RA
    APPROVED
    Since 2022-07-28

Branch Locations

Cardiff, CA • 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
Caliber Home Loans San Diego CA 10/2014 04/2022
Optimized Investment Partners, Llc Escondido CA 06/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-06-24

View on SEC IAPD

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