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Stuart Remley Robertson

SHAREBUILDER ADVISORS, LLC·SEATTLE, Washington
Clean recordSHAREBUILDER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stuart Remley Robertson is a registered financial advisor based in SEATTLE, Washington, affiliated with SHAREBUILDER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SHAREBUILDER ADVISORS, LLC
SHAREBUILDER 401K
AUM
—
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at SHAREBUILDER ADVISORS, LLC →
Services
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5125003
Firm CRD# 300537
View on FINRA BrokerCheck →

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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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Research
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