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ROBERTSON ADVISORY, INC.

ROBERTSON ADVISORY INC.

CRD 131285

Visit website

505 E NEW YORK AVE, SUITE 9, DELAND, FL, 32724-6083, United States

Phone

386-734-2566

Fax

386-734-2529

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Hourly charges

Org form

Corporation

Filing date

2026-01-06

Disciplinary history

No

Services

Financial planning

Client types

TypeClientsAUM
Individuals5$0

All web addresses on file

Official SEC filing: View on IAPD