Chase Michael Robertson
Investment adviser representative at Robertson Investment Management
11 yearsExperience
5 statesRegistered in
$534.1MFirm assets
5 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Network 1 Financial Securities, Inc.Jan 2025 to now
- Robertson Investment ManagementFeb 2017 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Securities America, Inc.Nov 2019 to Jun 2024
- Robertson Wealth Management, LLC.Jan 2017 to Jan 2025
- First Allied Securities, Inc.Jan 2017 to Nov 2019
- Industry Capital Advisors, LLCFeb 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, LA, NY, TX).
Robertson Investment Management
$534.1MAssets managed
1,143Clients
8Advisers
5 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
- 5404845
- Firm CRD
- 115425