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Robert M
Series 66
Henderson, NV
Pembroke Asset Advisors, LLC
Robert Menzies Jr. is a financial advisor at Pembroke Asset Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has a background that includes co-founding Pembroke Tax and Business Advisors and involvement in farming through ownership and management of Braeside Farms. Menzies also has experience with tax and business consulting as well as insurance sales. Pembroke Asset Advisors provides ongoing portfolio management and financial planning for individuals, high-net-worth households, charitable organizations, and business entities. The firm manages approximately $53 million in client assets and employs diversified investment strategies, combining modern portfolio theory with fundamental and technical analysis, while maintaining a close affiliation with tax and insurance practices.
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