Best Investors Account Sign in
Inactive

Walter Spencer Robertson

Brockenbrough

Richmond, VA

Claim This Profile
Current Employers
Brockenbrough

920 Libbie Ave. Suite 201, Richmond, VA 23226-2050 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-08-04
  • VA RA
    APPROVED
    Since 2017-08-04

Branch Locations

920 Libbie Ave. Suite 201, Richmond, VA 23226-2050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowe Brockenbrough & Company Inc Richmond VA 08/2016 Present
Cary Street Partners, Llc Richmond VA 07/2015 06/2019
Bengur Bryan & Co., Inc. Baltimore MD 06/2020 Present
  • 08/2016 → Present
    Lowe Brockenbrough & Company Inc
    Richmond, VA
  • 07/2015 → 06/2019
    Cary Street Partners, Llc
    Richmond, VA
  • 06/2020 → Present
    Bengur Bryan & Co., Inc.
    Baltimore, MD
Previous Registrations
  • 2010-01-06 → 2012-04-13
    Scott & Stringfellow, Llc
    Richmond, VA
    Richmond, VA
    Richmond, VA
Other Businesses

Walter S. Robertson III is currently registered as a Senior Adviser with Bengur Bryan & Co., Inc. Bengur Bryan is a registered broker dealer that is not affiliated with Lowe Brockenbrough & Co. Inc. From time-to-time, Robertson provides consulting services as an independent contractor, or through Lowe Brockenbrough & Co., for private equity groups, insurance agencies, Banks, or insurance carriers. In most instances, Mr. Robertson's consulting clients compensate him on an hourly basis for his time. If Robertson is asked to provide consulting services to a client of Lowe Brockenbrough & Co. he will disclose the arrangement to both the client and Lowe Brockenbrough & Co. Name of the firm is Cylo, LLC, Richmond, VA 23226. Robertson spends approximately 3 hours monthly with the business of which one hour is during trading hours. Robertson is the Chairman of the Finance Committee for a non-profit organization - American Civil War Museum & Foundation. He has been associated with this organization since 2005 and spends approximately 50 hours annually with the organization not during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-04
S63 Uniform Securities Agent State Law Examination 2004-12-07
  • S66 Uniform Combined State Law Examination
    2017-08-04
  • S63 Uniform Securities Agent State Law Examination
    2004-12-07
Other Names
  • Wally Robertson
  • Walter Spencer Robertson, Iii
  • Walter Spencer Robertson
  • Walter Spencer Robertson

View on SEC IAPD

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor