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Robert Mlenek

Chief Financial Officer at United Capital Financial Advisors

Officer recordForm ADV filed 15 June 2026

Robert Mlenek is Chief Financial Officer of United Capital Financial Advisors, LLC, an Irving investment adviser.

Career

Robert Mlenek has been Chief Financial Officer of United Capital Financial Advisors since November 2023. Robert Mlenek is a control person of the firm and directly owns under 5% of it. Robert Mlenek holds a B.S. in Accounting from St. Cloud State University and an M.B.A. from the University of St. Thomas.

United Capital Financial Advisors, LLC is an Irving, TX firm with $24.6B under management, 25,510 clients and 162 advisers across 47 offices, as of its June 2026 filing.

Rob Mlenek oversees United Capital’s financial operations. He has held executive roles in professional services, software and manufacturing organizations.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Robert Mlenek is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Robert Mlenek
CRD
7831380
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Robert Mlenek work?

Robert Mlenek has been Chief Financial Officer of United Capital Financial Advisors, LLC since November 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 June 2026

Leadership at United Capital Financial Advisors

Sources

  1. IAPD individual lookup, CRD 7831380. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of United Capital Financial Advisors, LLC, filed 15 June 2026. Title, control and ownership bands.
  3. United Capital team biographies. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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