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Ellias David Stabinsky

Robertson Investment Management

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About Ellias David Stabinsky

Ellias David Stabinsky is a registered investment advisor representative with Robertson Investment Management. Ellias has over 36 years of experience in the financial services industry. Ellias holds the Series 7, Series 63, and SIE licenses. Ellias's previous roles include working with Securities America, Inc., First Allied Securities, Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ellias is a corporate member of the Rice Alliance, a non-profit organization that helps entrepreneurs with business startup education. Ellias is also a certified running coach with the Road Runners Club of America. Ellias is currently a money manager with Robertson Wealth Management LLC.

Firm Information

Ellias Stabinsky 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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Ellias Stabinsky’s Registration & Firm History

TX

02/09/2017 - Present

Robertson Investment Management (Houston TX)

TX

12/10/2019 - 06/14/2024

SECURITIES AMERICA, INC. (HOUSTON TX)

TX

04/08/2003 - 11/22/2019

FIRST ALLIED SECURITIES, INC. (HOUSTON TX)

MO

07/27/2001 - 02/06/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

12/23/1986 - 07/30/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ellias David Stabinsky. Review regulatory record here.
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