# IAN THOMAS ROBERTSON

IAN THOMAS ROBERTSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with CAPITAL MANAGEMENT SERVICES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL MANAGEMENT SERVICES, INC.](https://search.stillhousedata.com/firm/118260) | 2015-10-16 | present | Yes |
| [LYONS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/150581) | 2013-10-24 | 2015-05-26 | — |
| [FORTITUDE ADVISORY GROUP L.L.C.](https://search.stillhousedata.com/firm/116083) | 2010-10-04 | 2013-10-28 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2004-10-18 | 2009-01-21 | — |
| [LINCOLN FINANCIAL DISTRIBUTORS, INC.](https://search.stillhousedata.com/firm/145) | 2003-09-29 | 2004-11-05 | — |
| [MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC](https://search.stillhousedata.com/firm/106652) | 2002-08-27 | 2003-09-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1779180)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1779180.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.