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Robert Ford Birdsey

Frontier Solutions, LLC

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About Robert Ford Birdsey

Robert Ford Birdsey is a financial advisor who has been in the industry since August 22, 2005. Robert is currently registered with Frontier Solutions, LLC. Robert has been registered with Frontier Solutions, LLC since November 9, 2021. Previously, Robert was registered with ASHLAND SECURITIES, LLC, BB&T SECURITIES, LLC, J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., LEERINK SWANN & COMPANY and FULCRUM GLOBAL PARTNERS LLC.

Firm Information

Robert Birdsey is currently registered with Frontier Solutions, LLC. Frontier Solutions, LLC is a Limited Liability Company formed in May 2005. The firm is registered in 47 states and is SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Robert Birdsey’s Registration & Firm History

VA

11/09/2021 - Present

Frontier Solutions, LLC (Richmond VA)

VA

12/07/2020 - 11/05/2021

ASHLAND SECURITIES, LLC (RICHMOND VA)

VA

04/10/2013 - 04/29/2020

BB&T SECURITIES, LLC (RICHMOND VA)

NY

10/01/2008 - 04/08/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/11/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/08/2003 - 07/26/2006

LEERINK SWANN & COMPANY (NEW YORK NY)

NY

10/06/2002 - 04/17/2003

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Ford Birdsey.
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