Robert B. Strasburg
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Bryant Strasburg, CFP®, who also goes by Robert B Strasburg, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 5, 2014 - March 30, 2016
DIVERSIFY WEALTH MANAGEMENT, INC.
October 11, 2011 - January 4, 2024
DFPG INVESTMENTS, LLC
June 30, 2008 - September 30, 2011
TRIAD ADVISORS LLC
January 23, 2008 - January 5, 2024
DIVERSIFY WEALTH MANAGEMENT LLC
September 13, 2005 - July 28, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 13, 2005 - July 28, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 11, 2000 - September 9, 2005
VOYA FINANCIAL ADVISORS, INC.
February 16, 1999 - September 9, 2005
VOYA FINANCIAL ADVISORS, INC.
March 5, 1996 - February 24, 1999
WMA SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
DIVERSIFY WEALTH MANAGEMENT, INC.
CRD#: 169032 / SEC#:
Contact information
Red Flags
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