President · Forefront Asset Management, LLC
Robert A. Messer
CRD 4472157 · Named on Form ADV at one SEC-registered adviser
At a glance
Forefront Asset Management, LLC, an SEC-registered wealth manager based in Virginia Beach, VA with $137 million in regulatory assets, lists Robert A. Messer on its Form ADV as President, a control person.
Firms and roles
- Forefront Asset Management, LLCPresidentWealth manager · Virginia Beach, VA · $137M 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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Colleagues named on the same filings
- Matthew A. UmlaufChief Compliance Officer, Forefront Asset Management, LLC
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.