Adviser and broker representative · D.a. Davidson & Co.
Robert J. De Meulenaere
CRD 7147514 · Bozeman, MT
At a glance
Robert J. De Meulenaere is an investment adviser representative with D.a. Davidson & Co. in Bozeman, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2019, about 6 years ago. Robert is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firms
- D.a. Davidson & Co.Since October 2023Bozeman, MT · $42B in regulatory assets
- Davidson Investment Advisors, Inc.Since October 2023Bozeman, MT · $5.2B in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’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
- 1 firmLocked
- 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 and FINRA BrokerCheck.