Robert John Yarmak
Investment adviser representative at Vertrix Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$343.2MFirm assets
Are you Robert John Yarmak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Vertrix Wealth Management, LLCJan 2026 to now
- Greystone Financial Group, LLCJul 2020 to Jan 2026
- Polaris Greystone Advisory Group, LLCMay 2016 to Jul 2020
- Polaris Greystone Financial Group, LLCMay 2016 to Jul 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Vertrix Wealth Management, LLC
$343.2MAssets managed
293Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5540525
- Firm CRD
- 339547