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David Gary Robertson

Arete Asset Management, LLC

Bethlehem, PA

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Current Employers
Arete Asset Management, Llc

Bethlehem, PA • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-05-12
  • MD RA
    APPROVED
    Since 2017-05-12

Branch Locations

Bethlehem, PA • 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
Arete Asset Management Baltimore MD 01/2008 Present
  • 01/2008 → Present
    Arete Asset Management
    Baltimore, MD
Previous Registrations
  • 2006-06-08 → 2007-05-21
    Credo Capital Management, Llc
    Baltimore, MD
  • 2003-07-31 → 2005-08-24
    Investment Counselors Of Maryland
    Baltimore, MD
  • 2001-04-11 → 2004-03-11
    Wilmington Trust Investment Advisors, Inc.
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-26
  • S65 Uniform Investment Adviser Law Examination
    2001-03-26
Designations

View on SEC IAPD

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