Robert Hagstrom, financial advisor Vero Beach FL

Robert Hagstrom

CRD Number: 1175438
Current Firm: Equitycompass Investment Management, LLC

Robert Hagstrom (CRD# 1175438) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Vero Beach, FL and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Equitycompass Investment Management, LLC Vero Beach, FL Apr 2014 - Current 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Robert G. Hagstrom
Phone Number: 443-224-1231
Registered State(s):
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,658,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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