Advisor at Melberth Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Melberth Capital
Location
Sarasota, FL 34236
Credentials
Series 66
Industry experience
21 years
Robert Melberth is the sole advisor at Melberth Capital in Sarasota, FL, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Jhs Capital Advisors, Inc. Outside of financial advising, he is involved in several business ventures including managing hot food vending machines through Automated Retail Technologies and participating in aviation sales and wireless plan reselling. Melberth Capital provides portfolio management services to individual and high-net-worth clients, offering tailored investment programs with discretionary and non-discretionary management. The firm employs a long-term trading strategy utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, and technical analysis, focusing primarily on ETFs and equities.
1.50% annually
1999 Main Street
Sarasota, FL 34236
Florida
Avakell LLC
2023 - Present (3 years)
Automated Retail Technologies/ART
2022 - Present (4 years)
The Ziff Agency
2022 - Present (4 years)
Emerson Equity LLC
2020 - 2023 (3 years)
Melberth Enterprises LLC
2020 - Present (6 years)
Aegis Capital Corp.
2015 - 2020 (5 years)
Jhs Capital Advisors, Inc
2010 - 2017 (7 years)
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Other specialized services
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