Unclaimed Profile

Robert Wagner Fullerton

BLUE ROCK ADVISORS, LLC·EXCELSIOR, Minnesota

BLUE ROCK ADVISORS, LLC

26370 ARBOR CREEK LANE, EXCELSIOR, MN 55331CRD# 1159288Firm CRD# 281831

Profile Verification

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

Identity

Robert Wagner Fullerton · EXCELSIOR, MN

Registration

CRD #1159288 · BLUE ROCK ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Wagner Fullerton is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with BLUE ROCK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLUE ROCK ADVISORS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUE ROCK ADVISORS, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1159288

Firm CRD# 281831

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Wagner Fullerton offer?

Robert Wagner Fullerton specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.

What are Robert Wagner Fullerton's credentials?

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

Where is Robert Wagner Fullerton located?

Robert Wagner Fullerton is based in EXCELSIOR, Minnesota, working with BLUE ROCK ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.

How does Robert Wagner Fullerton charge for services?

Robert Wagner Fullerton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE ROCK ADVISORS, LLC?

BLUE ROCK ADVISORS, LLC has approximately 6 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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