Christopher RobertsonCRD Number: 5462993
Current Firm: Strategic Advisers, Inc.
Christopher Robertson (CRD# 5462993) is an Investment Advisor Representative working at Strategic Advisers, Inc. in North Royalton, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Fidelity Brokerage Services LLC||Blue Ash, OH||Nov 2007 - Current||9|
|Strategic Adviors Inc.||Covington, KY||Nov 2007 - Current||9|
|Polychem Corp.||Mentor, OH||Jul 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV