Russell R Robertson

Current Employers

Ati Wealth Partners, Llc

Savannah, GA • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-05-22
IL	RA	APPROVED	2022-03-11
NH	RA	APPROVED	2020-05-14
MA	RA	APPROVED	2020-04-21
GA	RA	APPROVED	2016-05-11
TX	RA	APPROVED_RES	2016-03-23

TN RA
APPROVED

Since 2025-05-22
IL RA
APPROVED

Since 2022-03-11
NH RA
APPROVED

Since 2020-05-14
MA RA
APPROVED

Since 2020-04-21
GA RA
APPROVED

Since 2016-05-11
TX RA
APPROVED_RES

Since 2016-03-23

Branch Locations

New Castle, NH • United States

J. Murphy Asset And Tax Management

1 Sawyer Road, Westbrook, ME 04092 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2022-03-21

ME RA
APPROVED

Since 2022-03-21

Branch Locations

27 Riverview Road, New Castle, NH 03854 • 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

Organization	City	State	From	To
Ati Wealth Partners	Savannah	GA	03/2016	Present
J. Murphy Asset Management, Llc Dba J. Murphy Asset And Tax Mana	Portsmouth	NH	03/2022	Present

03/2016 → Present

Ati Wealth Partners

Savannah, GA
03/2022 → Present

J. Murphy Asset Management, Llc Dba J. Murphy Asset And Tax Mana

Portsmouth, NH

Other Businesses

Name: J. Murphy Asset Management, LLC dba J. Murphy Asset and Tax Management; Investment related: yes; Address: Portsmouth, NH; Nature: Advisory services; Title: Investment Advisor Representative; Start: 03/2022; Hours/month: 0; hours/securities trading: 0; Succession planning purposes only. Name: ATI WEALTH PARTNERS; Investment related: yes; Address: Portsmouth, NH; Nature: Advisory services; Title: CCO/Investment Advisor Representative; Start: 03/2016; Hours/month: 160; hours/securities trading: 120; Investment advisory services.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-03-14

S63 Uniform Securities Agent State Law Examination

2011-03-14

Designations

Other Names

Russell Robertson

View on SEC IAPD