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Charles Edward Robertson

ADVISORSHARES INVESTMENTS, LLC·BETHESDA, Maryland
Clean recordADVISORSHARES INVESTMENTS, LLC
4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 2395936Firm CRD# 149782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Edward Robertson · BETHESDA, MD
Registration
CRD #2395936 · ADVISORSHARES INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Edward Robertson is a registered financial advisor based in BETHESDA, Maryland, affiliated with ADVISORSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
ADVISORSHARES INVESTMENTS, LLC
ADVISORSHARES
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ADVISORSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2395936
Firm CRD# 149782
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Edward Robertson offer?
Charles Edward Robertson specializes in Investment Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.
What are Charles Edward Robertson's credentials?
Charles Edward Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Robertson located?
Charles Edward Robertson is based in BETHESDA, Maryland, working with ADVISORSHARES INVESTMENTS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Charles Edward Robertson charge for services?
Charles Edward Robertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORSHARES INVESTMENTS, LLC?
ADVISORSHARES INVESTMENTS, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISORSHARES INVESTMENTS, LLC

Julio J. Lugo
BETHESDA, MD
Daniel Stuart Ahrens
BETHESDA, MD
James Eugene Carl
BETHESDA, MD
Julio Michael Lugo
BETHESDA, MD
Noah Hamman
BETHESDA, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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Research
Advisor Fees in MarylandNational Fee Analysis
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