President, Managing Member, CCO · Guardian Investment Management
Robert M. Tomasello
CRD 5029500 · Named on Form ADV at one SEC-registered adviser
At a glance
Guardian Investment Management, an SEC-registered wealth manager based in Tiburon, CA with $310 million in regulatory assets, lists Robert M. Tomasello on its Form ADV as President, Managing Member, CCO, a control person.
Firms and roles
- Guardian Investment ManagementPresident, Managing Member, CCOWealth manager · Tiburon, CA · $310M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Denise L. DoleyPartner, Guardian Investment Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.