linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Gregory Robertson

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel Gregory Robertson

Samuel Gregory Robertson is a financial advisor with Fidelity Brokerage Services LLC. Samuel has been in the financial industry since 2021. Samuel has a Series 63, Series 7TO and SIE license and is registered with FINRA. Samuel is registered in 53 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Samuel previously worked at Mutual of America Securities LLC and Equitable Advisors, LLC.

Firm Information

Samuel Robertson is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Robertson’s Registration & Firm History

TX

12/12/2023 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

WA

01/27/2023 - 08/29/2023

MUTUAL OF AMERICA SECURITIES LLC (Kirkland WA)

WA

10/23/2020 - 10/10/2022

EQUITABLE ADVISORS, LLC (BELLEVUE WA)

Not sure if Samuel Gregory Robertson is right for you?

Licenses & Designations

BC

Issued 09/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Samuel Gregory Robertson.
Not sure if Samuel Gregory Robertson is right for you?