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Managing Member/owner · Finsym Partners, LLC

Robert P. Davidson

CRD 2274035 · Named on Form ADV at one SEC-registered adviser

At a glance

Finsym Partners, LLC, an SEC-registered wealth manager with $188 million in regulatory assets, lists Robert P. Davidson on its Form ADV as Managing Member/owner, a control person.

Firms and roles

  • Finsym Partners, LLCManaging Member/ownerWealth manager · United States · $188M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.