Sonia Constance Joao
Investment Adviser Representative at Robertson Investment Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sonia Constance Joao is an investment adviser representative with Robertson Investment Management in Houston, TX, where they have been registered since 2020. They have worked in the securities industry since 2020 and were previously registered with Sizemore Capital Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Colorado, Louisiana, New York, and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado, Louisiana, New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Barrington Financial Advisors, Inc.Apr 2010 – May 2017Houston, TX
- First Allied Securities IncMay 2017 – Jun 2019San Diego, CA
- First Allied Securities, Inc.Jun 2019 – Jul 2019San Diego, CA
- Sizemore Capital Management LLCJul 2019 – Aug 2020Dallas, TX
- Robertson Wealth ManagementAug 2020 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Robertson Investment Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family office management (single- and multi-family office solutions including governance, succession planning, rising generation education, and legacy design), financial advisory (private equity, M&A, valuation opinions, debt structuring), and investment management (disciplined strategies across public equity, fixed income, private equity, venture capital, real estate, alternatives, and natural resources). The firm also offers pooled private vehicles for global themed investment strategies and estate, tax planning, and philanthropic advisory.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- Founded:
- 1976
- SEC file number:
- 801-120446
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Robertson Investment Management
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sonia Constance Joao has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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