RY
RY

Robert Anthony Yrshus

43 Years of Experience
10 DisclosuresMay Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
56 clients
Average Client Portfolio
$731K average
Assets Under Management
$40.9M

Fee Structure

Minimum Investment:$10K
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Location

Houston, TX

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History

Regulatory History (10)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2017
Final
Regulatory
October 2014
Final
Judgment / Lien
December 2013
Judgment / Lien
December 2013
Judgment / Lien
August 2013
Judgment / Lien
December 2012
Judgment / Lien
June 2012
Judgment / Lien
May 2012
Judgment / Lien
March 2011
Regulatory
December 2005
Final
Other Business ActivitiesSells Insurance

Robert is the president of Blue Sail Energy, Inc. and Headwall Ventures, Inc., and a member of Coastal Bend Capital LLC and Botimor Capital LLC. He also works as an agent for Alpha & Omega Insurance Agency and Serna Insurance Agency, selling auto, home, commercial, and life insurance, dedicating about 10-20% of his time to Alpha & Omega and a few hours per week to Serna.

Employment History
Current Registrations
Network 1 Financial Advisors INC.
February 2017 - Present · 9 yrs
Previous Registrations
Northgate Securities INC.Broker
October 1990 - September 2013 · 22 yrs 11 mos
F.N. Wolf & CO., INC.Broker
May 1988 - October 1990 · 2 yrs 5 mos
Sherwood Capital, INC.Broker
February 1987 - June 1988 · 1 yr 4 mos
First Jersey Securities, INC.Broker
November 1978 - January 1987 · 8 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.