Ian Thomas Robertson

Employer firm

Capital Management Services, Inc. CRD 118260

$145M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Capital Management Services, Inc.
  Manchester, MO

Previous Registrations

• 2013-10-24 → 2015-05-26
  Lyons Wealth Management
  Salem, SC
  Marietta, GA
• 2010-10-04 → 2013-10-28
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
• 2004-10-18 → 2009-01-21
  Assetmark, Inc.
  Concord, CA
  Chicago, IL
• 2003-09-29 → 2004-11-05
  Lincoln Financial Distributors, Inc.
  Marietta, GA
• 2002-08-27 → 2003-09-17
  Manning & Napier Advisory Advantage Company, Llc
  Atlanta, GA

Other Businesses

Owner of ITROBERTSONCONSULTING, LLC, Located in Salem, SC, a non-investment related consulting firm established in 2013 which provides marketing services. Activity represents approximately 10 hours per week.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-23
• S63 Uniform Securities Agent State Law Examination
  1988-01-06

Other Names

• Ian T Robertson