AdFi
TA

Thomas Alastair Robertson

Investment Adviser Representative at CG ADVISORY SERVICES

North Chesterfield, VACRD #1642030Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Alastair Robertson has worked in the securities industry since 1987. They are registered to provide investment advisory services in Virginia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/6/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 10/20/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/2/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
2/24/2021North Chesterfield, VA
VALIC FINANCIAL ADVISORS, INC.
5/6/20022/24/2021North Chesterfield, VA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CG ADVISORY SERVICES

Showing 12 of 70 in the directory

View CG ADVISORY SERVICES firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Alastair Robertson 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.

Thomas Alastair Robertson - Financial Advisor in North Chesterfield, VA | AdvisorFinder