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Charles William Robertson

QUANTA ENERGY MANAGEMENT LLC·MOUNT KISCO, New York
SIE, Series 7, Series 63, Series 86, Series 87Clean recordQUANTA ENERGY MANAGEMENT LLC
118 NORTH BEDFORD ROAD, MOUNT KISCO, NY 10549CRD# 6423576Firm CRD# 313010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Robertson · MOUNT KISCO, NY
Registration
CRD #6423576 · QUANTA ENERGY MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
QUANTA ENERGY MANAGEMENT LLC
CRD 313010 · SEC 802-129746
AUM
$11M
Regulatory assets under management
Services offered by QUANTA ENERGY MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at QUANTA ENERGY MANAGEMENT LLC →
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Frequently Asked Questions

What services does Charles William Robertson offer?
Charles William Robertson specializes in Retirement Planning. Contact their office in MOUNT KISCO, New York for a consultation.
What are Charles William Robertson's credentials?
Charles William Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Robertson located?
Charles William Robertson is based in MOUNT KISCO, New York, working with QUANTA ENERGY MANAGEMENT LLC. Their office serves clients in the MOUNT KISCO metropolitan area and surrounding communities.
How does Charles William Robertson charge for services?
Charles William Robertson'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 QUANTA ENERGY MANAGEMENT LLC?
QUANTA ENERGY MANAGEMENT LLC is a registered investment adviser with the SEC, managing $11M in regulatory assets under management. See their Form ADV for full details.
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