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Robert Arthur Wilson

RJ ADVISOR LLC·CALVERTON, New York
Series 7, Series 55, Series 63RJ ADVISOR LLC
77 MASTRO ROAD, CALVERTON, NY 11933CRD# 1447213Firm CRD# 168048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Arthur Wilson · CALVERTON, NY
Registration
CRD #1447213 · RJ ADVISOR LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
BLACK DIAMOND ASSET MANAGEMENT, LLC
CRD 168048 · SEC 801-81142
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by BLACK DIAMOND ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
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Introduction

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04

Frequently Asked Questions

What services does Robert Arthur Wilson offer?
Robert Arthur Wilson specializes in Investment Management, Wealth Management. Contact their office in CALVERTON, New York for a consultation.
What are Robert Arthur Wilson's credentials?
Robert Arthur Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Arthur Wilson located?
Robert Arthur Wilson is based in CALVERTON, New York, working with RJ ADVISOR LLC. Their office serves clients in the CALVERTON metropolitan area and surrounding communities.
How does Robert Arthur Wilson charge for services?
Robert Arthur Wilson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RJ ADVISOR LLC?
RJ ADVISOR LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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