Robert Adam Messer
Investment adviser representative at Forefront Asset Management, LLC
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$136.9MFirm assets
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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
Experience
14 years in the industry.
- Forefront Asset Management, LLCJul 2015 to now
- Bayside Financial Group Inc.Mar 2012 to now
- Raymond James Insurance Group, Inc.Mar 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, TX, VA).
Forefront Asset Management, LLC
$136.9MAssets managed
322Clients
3Advisers
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
- 4472157
- Firm CRD
- 281118