Robin Roseman, financial advisor Augusta GA

Robin Roseman

CRD Number: 2722217
Current Firm: South State Advisory, Inc.

Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at South State Advisory, Inc. in Augusta, GA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
South State Bank Augusta, GA Dec 2015 - Current 5
Wells Fargo Advisors LLC Augusta, GA May 2009 - Dec 2015 6
Wachovia Bank, N.a. Mclean, VA Jun 2002 - Dec 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Robin S. Roseman
Phone Number: 803-231-3492
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,346
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $8,291,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, MD, NC, NJ, NY, SC, TX, VA

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