Robert Christensen, financial advisor Fairport NY

Robert Christensen

CRD Number: 7454428
Current Firm: Sage Tree Wealth

Robert Christensen (CRD# 7454428) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sage Tree Wealth Fairport, NY Aug 2021 - Current 2
Aftek Filters Rochester, NY Aug 2016 - Oct 2021 5
Unempoyled Rochester, NY Apr 2016 - Aug 2016 < 1
Gmr Associates Rochester, NY Nov 2014 - Apr 2016 1
Unemployed Rochester, NY Mar 2014 - Nov 2014 < 1
Black Button Distilling Rochester, NY Aug 2013 - Mar 2014 < 1
Paychex Rochester, NY Oct 2009 - Jan 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Robert A. Christensen
Phone Number: 5855002579
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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