Investment adviser representative · Optivise Advisory Services LLC
Gary P. Robertson
CRD 1641840 · North Little Rock, AR
At a glance
Gary P. Robertson is an investment adviser representative with Optivise Advisory Services LLC in North Little Rock, AR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gary’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Optivise Advisory Services LLCSince January 2021North Little Rock, AR · $288M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.