Robert Challenger, financial advisor League City TX

Robert Challenger

CRD Number: 5478342
Current Firm: Tremont Street Advisors, LLC

Robert Challenger (CRD# 5478342) is an Investment Advisor Representative working at Tremont Street Advisors, LLC in League City, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tremont Street Insurance Services, LLC Galveston, TX Apr 2015 - Current 8
Tremont Street Advisors, LLC Galveston, TX Dec 2014 - Current 9
Independent Insurance Agent Galveston, TX Oct 2013 - Apr 2015 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2013 - Dec 2014 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Robert M. Challenger
Phone Number: (281)386-3692
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $349,164
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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