Damon Anthony Robertson
Investment adviser representative at Financial Alternatives, Inc.
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$614.8MFirm 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
10 years in the industry.
- Financial Alternatives, Inc.Sep 2024 to now
- Wells Fargo Bank, NAAug 2021 to Sep 2024
- Wells Fargo Clearing Services, LLCAug 2021 to Sep 2024
- JP Morgan Securities LLCJul 2016 to Jul 2021
- JPMorgan Chase BankJul 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, NY, TX, WA).
Financial Alternatives, Inc.
$614.8MAssets managed
271Clients
6Advisers
26 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
- 6690782
- Firm CRD
- 108245