Michael G. Robertson

SHELTERBELT ADVISORS

RED HOOK, NY

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CRD#: 7622756

Professional summary

Michael Grady Robertson is a registered financial advisor currently at SHELTERBELT ADVISORS located in Red Hook, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms 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.

Sawkill Farm - Livestock Farm - 77700 Albany Post Road, Red Hook, NY 12571 - owner/operator since 10/2010 - works 10 hrs./week (0 during trading hours) - farming management - not investment related; NY FARMNET - provides consultation services for NY farmers - 350 Warren Hall, Ithaca, NY 14853 - Farm Financial Consultant -start date 9/2021 - works 5-10 hrs./week (0 during trading hours) - provides free and confidential business plan consulting to NY farmers - not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Grady Robertson'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®

None

Experience

Current

July 29, 2024 - Present

SHELTERBELT ADVISORS

RIA

CRD#: 331767

RED HOOK, NY

Past

September 9, 2022 - January 11, 2023

TACONIC ADVISORS

RIA

CRD#: 123961

SAUGERTIES, NY

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

New York
(7/29/2024)

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

IAR

Series 65

Date: 9/9/2022

Uniform Investment Adviser Law Examination

Current Firm

SHELTERBELT ADVISORS

GROWS ON TREES, LLC | SHELTERBELT ADVISORS

CRD#: 331767 / SEC#:

New York

Registered Investment Advisory firm - (7/29/2024 Approved)

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Contact information

Main Address

Red Hook, NY

Mailing Address

Phone number

(845) 516-7270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Michael G. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Grady Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHELTERBELT ADVISORS

TACONIC ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2022

Current Firm

SHELTERBELT ADVISORS

Contact information

Documents

Red Flags

Company Information

SHELTERBELT ADVISORS

TRUST BUT VERIFY

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