Robert Emrich has been an investment adviser representative at Castleview Partners since June 2017, and is not listed among the firm’s executive officers or direct owners. Robert Emrich holds a BS in Business Administration from Towson University.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Rob Emrich III is Managing Director & Senior Portfolio Manager of Castleview Partners. He began his financial services career in 2000 as a financial advisor with Morgan Stanley and later worked in consulting services and money management, including as Vice President with Alliance Bernstein and Director with Janus Capital. In 2010 he developed an algorithmic commodity trading system and ran a portfolio for four years. He is currently involved in developing and managing investment strategies, including index options for hedging market risk.
Robert Emrich’s longest registration is the current one, 9 years at Castleview Partners since 2017. Before joining Castleview Partners in 2017, Robert Emrich was registered through Manning & Napier Advisors, LLC and Sensus Wealth Management Group LLC.
- Acruence Capital, LLCAlso current– present · 6 yearsDallas, TX · Adviser representative · Firm CRD 305482
- Lake Point Wealth Management, LLC– · 2 yearsHeath, TX · Adviser representative · Firm CRD 170398
- Castleview Partners, LLCCurrent– present · 9 yearsAustin, TX · Adviser representative · Firm CRD 281410
- Manning & Napier Advisors, LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 105992
- Sensus Wealth Management Group LLC– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 153357
- Alliancebernstein L.P.– · 2 yearsAustin, TX · Adviser representative · Firm CRD 108477
- Lord, Abbett & Co. LLC– · 2 yearsJersey City, NJ · Adviser representative · Firm CRD 110391
- Citicorp Investment Services– · under a yearGaithersburg, MD · Adviser representative · Firm CRD 23988
- Triad Advisors, Inc.– · under a yearFrederick, MD · Adviser representative · Firm CRD 25803
Investment adviser representative registrations
Robert Emrich is registered as an investment adviser representative in Texas, since June 2017.
- TexasSince 12 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 October 2000 |
| Series 66 | Uniform Combined State Law Examination | 17 October 2000 |
| Series 7 | General Securities Representative Examination | 27 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert E Emrich
- CRD
- 4208445
- Firm
- Castleview Partners · CRD 281410
- Office
- 110 Monach Lane, Austin, TX 78737
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castleviewpartners.com
Where does Robert Emrich work?
Robert Emrich is an investment adviser representative registered through Castleview Partners, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Robert Emrich a financial advisor?
Yes. Robert Emrich has a current investment-adviser registration in Texas, through Castleview Partners since June 2017.
How many years of experience does Robert Emrich have?
Robert Emrich has 22 years in the financial industry, since July 2004, across 9 adviser firms.
What exams has Robert Emrich passed?
Robert Emrich has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2000. FINRA credited Robert Emrich with the SIE, which began in October 2018.
Where did Robert Emrich work before Castleview Partners?
Before Castleview Partners, Robert Emrich was registered through Sensus Wealth Management Group LLC, July 2014 to October 2014; Alliancebernstein L.P., April 2006 to October 2008; Lord, Abbett & Co. LLC, March 2004 to April 2006; Citicorp Investment Services, July 2003 to January 2004; Triad Advisors, Inc., September 2002 to June 2003.
Where is Robert Emrich based?
Robert Emrich’s registered office is in Austin, TX.
Is Robert Emrich registered with FINRA?
No. Robert Emrich has no current broker registration.
How can I verify Robert Emrich’s record?
Search CRD 4208445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Emrich’s full registration record.
