Rory Axel Robertson
Investment adviser representative at Navigo Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$129.9MFirm assets
Under 1 yearFirm in business
Are you Rory Axel 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Navigo Wealth Management, LLCJul 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Navigo Wealth Management, LLC
$129.9MAssets managed
155Clients
6Advisers
Under 1 yearIn 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
- 4449679
- Firm CRD
- 146265