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Chase Michael Robertson

Robertson Investment Management

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About Chase Michael Robertson

Chase Robertson is a financial advisor with Robertson Investment Management, based in Houston, TX. Chase has been in the financial industry since 2017. He is registered as a broker-dealer and an investment advisor, and holds the Series 7, Series 63, and Series 65 licenses. He is a licensed advisor in 34 states and the District of Columbia. Chase is a Managing Partner at Robertson Wealth Management, LLC, an outside RIA firm. He is also a trustee for several family trusts. Chase's expertise is in providing financial advice to individuals and families. He has extensive experience in investment management, financial planning, and estate planning.

Firm Information

Chase Robertson is currently registered with Robertson Investment Management. Robertson Investment Management is a Houston, TX-based investment firm with 16 employees and $434,418,252 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and referrals to third-party money manager portfolios. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Robertson Investment Management

919 MILAM ST

HOUSTON, TX 77002

$434.42M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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referrals to third-party money manager portfolios

Referrals to third-party money manager portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Robertson’s Registration & Firm History

TX

02/09/2017 - Present

Robertson Investment Management (Houston TX)

TX

11/25/2019 - 06/14/2024

SECURITIES AMERICA, INC. (HOUSTON TX)

TX

03/31/2017 - 11/22/2019

FIRST ALLIED SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 04/08/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Michael Robertson.
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