Unclaimed Profile

Robert Davis Hall

EASTSIDE FINANCIAL ADVISORS, LLC·FAYETTEVILLE, New York

Clean recordEASTSIDE FINANCIAL ADVISORS, LLC

551 EAST GENESEE STREET, FAYETTEVILLE, NY 13066CRD# 2268147Firm CRD# 120371

Profile Verification

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

Identity

Robert Davis Hall · FAYETTEVILLE, NY

Registration

CRD #2268147 · EASTSIDE FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Davis Hall is a registered financial advisor based in FAYETTEVILLE, New York, affiliated with EASTSIDE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EASTSIDE FINANCIAL ADVISORS, LLC

NO OTHER PRIMARY BUSINESS NAME

AUM

$28M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EASTSIDE FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2268147

Firm CRD# 120371

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Davis Hall offer?

Robert Davis Hall specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FAYETTEVILLE, New York for a consultation.

What are Robert Davis Hall's credentials?

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

Where is Robert Davis Hall located?

Robert Davis Hall is based in FAYETTEVILLE, New York, working with EASTSIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the FAYETTEVILLE metropolitan area and surrounding communities.

How does Robert Davis Hall charge for services?

Robert Davis Hall'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 EASTSIDE FINANCIAL ADVISORS, LLC?

EASTSIDE FINANCIAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $28M in regulatory assets under management. See their Form ADV for full details.

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