Robert P. Davidson

FINSYM PARTNERS

Seattle, WA

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CRD#: 2274035

Professional summary

Robert Paul Davidson JR, who also goes by Bob Davidson Jr, Robert Paul Davidson, is a registered financial advisor currently at FINSYM PARTNERS, LLC located in Seattle, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 6 firms and has passed the Series 63, Series 7 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Davidson Jr | Robert Paul Davidson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Davidson JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 21, 2010 - Present

FINSYM PARTNERS, LLC

RIA

CRD#: 153712

Seattle, WA

Past

October 9, 2002 - June 26, 2009

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SEATTLE, WA

Past

April 21, 1998 - September 23, 2002

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

March 2, 1998 - April 20, 1998

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 20, 1997 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

August 26, 1993 - August 22, 1997

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINSYM PARTNERS, LLC

DAVIDSON WEALTH ADVOCATES, LLC | FINSYM PARTNERS, LLC | FINANCIAL SYMMETRY PARTNERS, LLC.

CRD#: 153712 / SEC#: 801-122427

RIA

Registered Investment Advisory firm - (10/12/2021 Approved)

Washington

Registered Investment Advisory firm - (2/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/27/2025)

IAR

Washington
(5/21/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/15/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/16/1997

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 8/25/1993

Corporate Securities Limited Representative Examination

Current Firm

FINSYM PARTNERS, LLC

DAVIDSON WEALTH ADVOCATES, LLC | FINSYM PARTNERS, LLC | FINANCIAL SYMMETRY PARTNERS, LLC.

CRD#: 153712 / SEC#: 801-122427

RIA

Registered Investment Advisory firm - (10/12/2021 Approved)

Washington

Registered Investment Advisory firm - (2/14/2022 Terminated)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(206) 276-1774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINSYM ADV PART 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 158,907,586

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert P. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Davidson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO SECURITIES, LLC

WELLS FARGO INVESTMENTS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

FINSYM PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/15/1998

Series 7

Date: 12/16/1997

Series 62

Date: 8/25/1993

Current Firm

FINSYM PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINSYM PARTNERS, LLC

TRUST BUT VERIFY

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