Bret J. Robertson
Professional summary
Bret James Robertson, who also goes by Robertson, is a registered financial advisor currently at GLEAN FINANCIAL, INC. located in Chattanooga, Tennessee.
Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bret has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bret James Robertson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2024 - Present
GLEAN FINANCIAL, INC.
Office #1: 1301 Riverfront Pkwy, Suite 103, Chattanooga, TN 37402March 3, 2022 - April 5, 2024
GRADIENT ADVISORS, LLC
July 30, 2021 - March 4, 2022
CENTER STREET ADVISORS, INC.
July 13, 2021 - March 4, 2022
CENTER STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2025)
(2/20/2024)
(2/27/2024)
(2/29/2024)
Exams
Series 7TO
Date: 7/13/2021
General Securities Representative ExaminationCurrent Firm
GLEAN FINANCIAL, INC.
CRD#: 328986 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 6,000,000 |
Red Flags
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Company Information
GLEAN FINANCIAL, INC.
CRD#: 328986Chattanooga, TN 37402TRUST BUT VERIFY
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