Robert David Fogarty
Investment adviser representative at Compass Capital Corporation
34 yearsExperience
1 stateRegistered in
$695.5MFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Compass Capital CorporationJan 1995 to now
- Compass Securities CorporationOct 1993 to now
- Bristol Financial ServicesOct 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (MA).
Compass Capital Corporation
$695.5MAssets managed
1,318Clients
11Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445800
- Firm CRD
- 112323