Robert James De Meulenaere

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2019 → 10/2019
  Ubs Financial Services Inc.
  Bellevue, WA
• 07/2016 → 06/2019
  Mainstreet Advisors
  Chicago, IL
• 10/2019 → 11/2019
  Parcion Private Wealth
  Belleuve, WA
• 12/2019 → Present
  Davidson Investment Advisors, Inc.
  Bozeman, MT

Previous Registrations

• 2019-10-24 → 2019-11-06
  Ubs Financial Services Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-24

Designations

• Chartered Financial Analyst

Other Names

• Bob De Meulenaere