Robert Martin Werr
Investment adviser representative at Dominion Portfolio Management, Inc.
33 yearsExperience
1 stateRegistered in
$277.1MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- Calton & Associates, Inc.Jul 2023 to now
- Dominion Portfolio Management, Inc.May 2019 to now
- National LifeJul 1993 to now
- Dominion Investor Services, Inc.Feb 2019 to Jun 2023
- Xceed Capital Management, LLCJan 2019 to Feb 2019
- Equity Services, Inc.Jul 1993 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Dominion Portfolio Management, Inc.
$277.1MAssets managed
782Clients
18Advisers
7 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
- 2376757
- Firm CRD
- 106918