CM
Chase Michael Robertson
CRD 5404845
Firms
| Firm | Role | As of |
|---|---|---|
| Robertson Investment Management | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Robertson Investment Management
Managing Member · 5% – 10% · Nov 2024
-
Robertson Investment Management
Shareholder · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗