Best Investors Account Sign in
Inactive

Robert George Hagstrom

Equitycompass Investment Management, LLC

Vero Beach, FL

Claim This Profile
Current Employers
Equitycompass Investment Management, Llc

One South Street 25Th Floor, Baltimore, MD 21202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-30
MD RA APPROVED 2024-08-30
  • FL RA
    APPROVED
    Since 2024-08-30
  • MD RA
    APPROVED
    Since 2024-08-30

Branch Locations

3150 Cardinal Drive Suite 101, Vero Beach, FL 32963 • 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
Equitycompass Investment Management, Llc Vero Beach FL 04/2014 Present
Previous Registrations
  • 2012-12-04 → 2014-02-14
    1919 Investment Counsel, Llc
    Baltimore, MD
  • 2005-07-11 → 2012-12-04
    Clearbridge Investments
    Villanova, PA
    Baltimore, MD
    Wayne, PA
  • 2001-03-27 → 2006-04-11
    Legg Mason Focus Capital, Inc.
    Wayne, PA
Other Businesses

1. JOHN WILY & SONS, INC. 2. PUBLISHING 3. AUTHOR 4. I WRITE BOOKS 5. 20% 6. LESS THAN 5% 7. VARIOUS BASED ON ROYALTIES 8. NO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-07
S65 Uniform Investment Adviser Law Examination 1992-04-24
  • S63 Uniform Securities Agent State Law Examination
    1995-04-07
  • S65 Uniform Investment Adviser Law Examination
    1992-04-24
Designations

View on SEC IAPD

Other Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CORRY CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
MORANGIE MANAGEMENT LLC
STRATEGIC ADVISERS LLC
SPIREPOINT PRIVATE CLIENT, LLC
DOWLING CAPITAL PARTNERS

Other Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce

Other Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL
CHARLES SCHWAB & CO., INC. · Vero Beach, FL
MORANGIE MANAGEMENT LLC · VERO BEACH, FL
STRATEGIC ADVISERS LLC · VERO BEACH, FL
SPIREPOINT PRIVATE CLIENT, LLC · VERO BEACH, FL

More in Vero Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor