Walter Spencer Robertson
Investment adviser representative at Brockenbrough
11 yearsExperience
1 stateRegistered in
$5.5BFirm assets
56 yearsFirm in business
Are you Walter Spencer Robertson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bengur Bryan & Co., Inc.Jun 2020 to now
- BrockenbroughAug 2017 to now
- Lowe Brockenbrough & Company IncAug 2016 to now
- Cary Street Partners, LLCJul 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brockenbrough
Legal name: Lowe, Brockenbrough & Company, Inc.
$5.5BAssets managed
568Clients
15Advisers
56 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
- 4443678
- Firm CRD
- 105142