Unclaimed Profile

Robert Edward Gee

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California

Clean recordSTANFORD INVESTMENT GROUP, INC.

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 219226Firm CRD# 10331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Edward Gee · MOUNTAIN VIEW, CA

Registration

CRD #219226 · STANFORD INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Edward Gee is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with STANFORD INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STANFORD INVESTMENT GROUP, INC.

AUM

$801M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STANFORD INVESTMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 219226

Firm CRD# 10331

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Edward Gee offer?

Robert Edward Gee specializes in Financial Planning, Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.

What are Robert Edward Gee's credentials?

Robert Edward Gee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edward Gee located?

Robert Edward Gee is based in MOUNTAIN VIEW, California, working with STANFORD INVESTMENT GROUP, INC.. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.

How does Robert Edward Gee charge for services?

Robert Edward Gee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANFORD INVESTMENT GROUP, INC.?

STANFORD INVESTMENT GROUP, INC. has approximately 16 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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