Robert A. Messer

FOREFRONT ASSET MANAGEMENT

VIRGINIA BEACH, VA 23455

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CRD#: 4472157

Professional summary

Robert Adam Messer, CFP® is a registered financial advisor currently at FOREFRONT ASSET MANAGEMENT, LLC located in Virginia Beach, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. BAYSIDE FINANCIAL GROUP INC - VIRGINIA BEACH, VA - 03/2012 TO PRESENT - SUPPORT COMPANY/DBA (OWNER) - PRESIDENT - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - INVESTMENT-RELATED 2. Raymond James Insurance Group, Inc. - VIRGINIA BEACH, VA. 01/2013 TO PRESENT. INVESTMENT-RELATED. AGENT. NON-VARIABLE LIFE INSURANCE. SELL NON-VARIABLE LIFE INSURANCE. 4 HOURS WEEKLY, 4 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Adam Messer'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 6, 2015 - Present

FOREFRONT ASSET MANAGEMENT, LLC

Office #1: 1209 Independence Boulevard Suite 106, Virginia Beach, VA 23455

RIA

CRD#: 281118

VIRGINIA BEACH, VA

Past

March 19, 2012 - November 4, 2015

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

VIRGINIA BEACH, VA

Past

March 16, 2012 - November 4, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

VIRGINIA BEACH, VA

Past

November 8, 2006 - March 19, 2012

EDWARD JONES

RIA

CRD#: 250

VIRGINIA BEACH, VA

Past

April 8, 2002 - March 19, 2012

EDWARD JONES

CRD#: 250

VIRGINIA BEACH, VA

Past

December 4, 2001 - April 18, 2002

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

FOREFRONT ASSET MANAGEMENT, LLC

CRD#: 281118 / SEC#: 801-132722

RIA

Registered Investment Advisory firm - (5/6/2025 Approved)

Florida

Registered Investment Advisory firm - (6/3/2025 Terminated)

New York

Registered Investment Advisory firm - (6/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/13/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2025 Terminated)

Virginia

Registered Investment Advisory firm - (6/10/2025 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

Florida
(2/16/2016)

IAR

New York
(10/12/2021)

IAR

Texas
(11/6/2015)

IAR

Virginia
(11/19/2015)

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: 12/17/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/4/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/30/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

FOREFRONT ASSET MANAGEMENT, LLC

CRD#: 281118 / SEC#: 801-132722

RIA

Registered Investment Advisory firm - (5/6/2025 Approved)

Florida

Registered Investment Advisory firm - (6/3/2025 Terminated)

New York

Registered Investment Advisory firm - (6/3/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/13/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2025 Terminated)

Virginia

Registered Investment Advisory firm - (6/10/2025 Terminated)

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Contact information

Main Address

1209 Independence Boulevard Suite 106, Virginia Beach, VA 23455

Mailing Address

Phone number

(757) 222-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOREFRONT ASSET MANAGEMENT - ADV_2A BROCHURE (9/29/2025)

Regulatory assets under management

Total Number of Accounts	800
AUM (Assets Under Management)	$ 122,865,684

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 A. Messer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Adam Messer's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

WADDELL & REED

Primary Firm SEC Registration

FOREFRONT ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/2001

SIE

Date: 11/4/2015

Series 7

Date: 6/4/2002

Series 6

Date: 12/3/2001

Series 10

Date: 9/4/2012

Series 9

Date: 7/30/2012

Current Firm

FOREFRONT ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOREFRONT ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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