Robertson Investment Management

Robertson Investment Management (CRD# 115425) is a financial advisory firm headquartered in Houston, TX. They manage $312,057,695 in 1,229 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $253,912
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NY, TX

Financial Advisors at Robertson Investment Management
Showing 1 - 8 of 8 top financial advisors.
1
Robert W. Kasten
CRD#: 1009160
5120 Woodway Ste. 9029, Houston, TX 77056

Robert Kasten (CRD# 1009160) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 41 years of experience in the finance industry.

2
John E. Langston
CRD#: 1364931
5120 Woodway, Suite 9029, Houston, TX 77056

John Langston (CRD# 1364931) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 38 years of experience in the finance industry.

3
Patrick R. McGill
CRD#: 6313505
Oceanside, CA

Patrick McGill (CRD# 6313505) is an Investment Advisor Representative working at Robertson Investment Management in Oceanside, CA and has over 9 years of experience in the finance industry.

4
Frederick A. Mecklenburg
CRD#: 726227
919 Milam St, Suite 500, Houston, TX 77002

Frederick Mecklenburg (CRD# 726227) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 42 years of experience in the finance industry.

5
Chase M. Robertson
CRD#: 5404845
5120 Woodway, Suite 9029, Houston, TX 77056

Chase Robertson (CRD# 5404845) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 7 years of experience in the finance industry.

6
Ellias D. Stabinsky
CRD#: 1571758
5120 Woodway, Suite 9029, Houston, TX 77056

Ellias Stabinsky (CRD# 1571758) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 37 years of experience in the finance industry.

7
Dawn M. Trammell
CRD#: 1584606
5120 Woodway, Suite 9029, Houston, TX 77056

Dawn Trammell (CRD# 1584606) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 37 years of experience in the finance industry.

8
Sonia C. Joao
CRD#: 4852666
919 Milam St, Suite 500, Houston, TX 77002

Sonia Joao (CRD# 4852666) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 4 years of experience in the finance industry.

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