D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
1yr
Based in Seattle, Washington, Robert Davidson is a fiduciary financial advisor with 1 year of industry experience. Robert has been with Finsym Partners since 2025. Finsym Partners offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeSeattle, WA
FirmFinsym Partners
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.09 million
Advisors at the firm3
States licensed ?1 state
Services through Finsym Partners
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowFinsym Partners, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Finsym Partners at (206) 276-1774 and ask for Robert Davidson. Robert works from the Seattle, WA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Finsym Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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