RU
Robert A. Underhill
ROBERT A. UNDERHILL P.C.
SEATTLE, WA 98101
Some features on this profile are disabled
CRD#: 4495195
RU
Professional summary
Robert Arthur Underhill is a registered financial advisor currently at ROBERT A. UNDERHILL P.C. located in Seattle, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Arthur Underhill's 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®
NoneExperience
Current
December 18, 2002 - Present
ROBERT A. UNDERHILL P.C.
Office #1: 601 Union Street Suite 4242, Seattle, WA 98101RIA
CRD#: 122686
SEATTLE, WA
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
Washington(12/18/2002)
Current Firm
RA
ROBERT A. UNDERHILL P.C.
ROBERT A. UNDERHILL P.C. | UNDERHILL, ROBERT A
CRD#: 122686 / SEC#:
Washington
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Contact information
Main Address
701 5th Avenue Suite 4150, Seattle, WA 98104
Mailing Address
Phone number
(206) 357-3033
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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