Robin Leigh Slater
Investment adviser representative at D.A. Davidson & Co.
9 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- D.A. Davidson & Co.Jun 2024 to now
- UnemployedApr 2024 to Jun 2024
- Marsh Mclennan AgencySep 2023 to Apr 2024
- Mma Securities LLCSep 2023 to Apr 2024
- First Citizen BankApr 2020 to Sep 2023
- First Citizens Investor ServicesApr 2020 to Sep 2023
- UnemployedMar 2020 to Mar 2020
- Bb&tMay 2015 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7253154
- Firm CRD
- 199