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Ronald Jay Robertson

GENESIS CAPITAL LLC·GIG HARBOR, Washington
Unclaimed Profile
7191 WAGNER WAY NW, GIG HARBOR, WA 98335CRD# 2970282Firm CRD# 126909
01

About

Ronald Jay Robertson is a registered financial advisor based in GIG HARBOR, Washington, affiliated with GENESIS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GENESIS CAPITAL LLC
GENESIS CAPITAL LLC
AUM
$6M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GENESIS CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2970282
Firm CRD# 126909
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Jay Robertson offer?
Ronald Jay Robertson specializes in Retirement Planning. Contact their office in GIG HARBOR, Washington for a consultation.
What are Ronald Jay Robertson's credentials?
Ronald Jay Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Jay Robertson located?
Ronald Jay Robertson is based in GIG HARBOR, Washington, working with GENESIS CAPITAL LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Ronald Jay Robertson charge for services?
Ronald Jay 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 GENESIS CAPITAL LLC?
GENESIS CAPITAL LLC has approximately 4 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
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Research
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