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Stuart Remley Robertson

SHAREBUILDER ADVISORS, LLC·SEATTLE, Washington
SIE, Series 7, Series 24, Series 66Clean record18 years registeredSHAREBUILDER ADVISORS, LLC
801 SECOND AVE, SEATTLE, WA 98104CRD# 5125003Firm CRD# 300537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stuart Remley Robertson · SEATTLE, WA
Registration
CRD #5125003 · SHAREBUILDER ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

SHAREBUILDER 401K
Jul 2019 – present
CAPITAL ONE ADVISORS, LLC
Mar 2008 – Aug 2019
Seattle, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 3, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHAREBUILDER ADVISORS, LLC
CRD 300537 · SEC 801-115195
Employees
36
Total firm employees
Services offered by SHAREBUILDER ADVISORS, LLC
Per Form ADV
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at SHAREBUILDER ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stuart Remley Robertson offer?
Stuart Remley Robertson is a registered financial advisor in SEATTLE, Washington. Contact their office for details on services offered.
What are Stuart Remley Robertson's credentials?
Stuart Remley Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart Remley Robertson located?
Stuart Remley Robertson is based in SEATTLE, Washington, working with SHAREBUILDER ADVISORS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Stuart Remley Robertson charge for services?
Stuart Remley Robertson'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 SHAREBUILDER ADVISORS, LLC?
SHAREBUILDER ADVISORS, LLC has approximately 36 employees. The firm is registered with the SEC as an investment adviser.
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