# Robertson Advisory

Robertson Advisory is a RIA based in DeLand.

## Overview

- **Organization type:** RIA
- **Headquarters:** DeLand
- **Assets under management:** Undisclosed
- **Website:** https://robertsonadvisory.com

## Regulatory record

- **CRD number:** 131285
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131285

## About

Robertson Advisory Inc. is a Registered Investment Advisor of the State of Florida. Tom Robertson, a CERTIFIED FINANCIAL PLANNER® professional, offers financial planning as an Investment Advisor Representative of Robertson Advisory Inc. Financial planning is offered through Robertson Advisory Inc., a registered investment advisor and separate entity from LPL Financial.

## People

- Tom Robertson — CFP®, Investment Advisor Representative

## Related profiles

- [Gridley Associates](https://altss.com/profile/gridley-associates-inc)

---

Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/robertson-advisory-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology