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RB
RB

Robert Lee Bull

X Advisors, LLC
36 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
X Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
275 clients
Average Client Portfolio
$691K average
Assets Under Management
$189.9M

Fee Structure

Financial Planning:Included in AUM fee

Location

6 Venture, Suite 395, Irvine, CA, 92168

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is involved in several investment-related activities, including roles as a P&C broker, FINRA arbitrator, consultant, FinOp, CEO, CCO, financial principal, registered investment advisor, and compliance consultant for various firms. These activities take up a significant amount of Robert's time, ranging from minimal time to about half his time.

Employment History
Current Registrations
X Advisors, LLC
July 2025 - Present · 7 mos
Addigence Corporation
April 2025 - Present · 10 mos
Sutter Capital Partners, LLC
June 2021 - Present · 4 yrs 8 mos
Young America Capital, LLCBroker
January 2020 - Present · 6 yrs 1 mo
Sutter Securities IncorporatedBroker
August 2019 - Present · 6 yrs 6 mos
Sutter Securities Incorporated
August 2019 - Present · 6 yrs 6 mos
Yuki-Co, LLC
November 2018 - Present · 7 yrs 3 mos
Yuki-Co, LLCBroker
November 2018 - Present · 7 yrs 3 mos
Boustead Securities, LLCBroker
November 2017 - Present · 8 yrs 3 mos
Boustead Securities, LLC
November 2017 - Present · 8 yrs 3 mos
Sutter Securities Clearing, LLC
November 2017 - Present · 8 yrs 3 mos
Sutter Securities Clearing, LLCBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Aufhauser Securities, INC.Broker
February 2025 - August 2025 · 6 mos
Addigence Corporation
June 2023 - April 2025 · 1 yr 10 mos
Arctic Capital Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Sutter Capital Partners, LLC
August 2020 - July 2021 · 11 mos
Bainbridge Capital Securities, INC.Broker
May 2020 - August 2025 · 5 yrs 3 mos
Finalis Securities LLCBroker
April 2020 - November 2023 · 3 yrs 7 mos
M.Y. Safra Securities, INC.Broker
June 2019 - December 2020 · 1 yr 6 mos
Enverra Capital LLCBroker
October 2018 - May 2022 · 3 yrs 7 mos
Auria Services CORP.Broker
December 2017 - January 2023 · 5 yrs 1 mo
Arcadia Capital Partners LLCBroker
June 2017 - July 2020 · 3 yrs 1 mo
R. F. Lafferty & CO., INC.Broker
April 2016 - December 2019 · 3 yrs 8 mos
Ocp Capital, LLCBroker
March 2016 - July 2016 · 4 mos
Pension Dynamics Securities CorporationBroker
October 2015 - May 2016 · 7 mos
Pubvest Securities, LLCBroker
September 2015 - October 2015 · 1 mo
Olympus Securities, LLCBroker
September 2015 - May 2016 · 8 mos
Halcyon Cabot Partners, LTD.Broker
January 2015 - September 2015 · 8 mos
Aufhauser Securities, INC.Broker
May 1996 - January 2015 · 18 yrs 8 mos
K. Aufhauser & Company, INC.Broker
July 1991 - November 1995 · 4 yrs 4 mos
Schonfeld Securities INC.Broker
February 1991 - July 1991 · 5 mos
Rodman & Renshaw INC.Broker
June 1990 - February 1991 · 8 mos
Capital Institutional Services, INC.Broker
September 1988 - June 1990 · 1 yr 9 mos
Levco Securities CORP.Broker
September 1988 - October 1988 · 1 mo
State Registrations3 states
CANJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Lee Bull - Financial Advisor | TrueAdvisor