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Secretary · South Bay Financial Partners

Robert M. Unverzagt

CRD 6737341 · Named on Form ADV at one SEC-registered adviser

At a glance

South Bay Financial Partners, an SEC-registered wealth manager based in Torrance, CA with $115 million in regulatory assets, lists Robert M. Unverzagt on its Form ADV as Secretary, a control person.

Firms and roles

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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Tara T. UnverzagtPresident/ Chief Compliance Officer/treasurer, South Bay Financial Partners

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.