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Charles William Robertson

QUANTA ENERGY MANAGEMENT LLC·MOUNT KISCO, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Charles William Robertson is a registered financial advisor based in MOUNT KISCO, New York, affiliated with QUANTA ENERGY MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
QUANTA ENERGY MANAGEMENT LLC
QUANTA ENERGY MANAGEMENT
AUM
$11M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at QUANTA ENERGY MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6423576
Firm CRD# 313010
View on FINRA BrokerCheck →

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05

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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