Troy Robertson is a registered investment advisor, based in San Diego, CA, with 9 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5898 Copley Dr., Suite 101, San Diego, CA, 92111
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2026Customer Dispute
March 2026Customer Dispute
March 2026Customer Dispute
September 2025Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Troy works with Heritage Tax & Insurance, Inc. as an insurance producer and estate planning attorney, spending about a quarter of his time there. He also works full-time as an investment advisor representative with Copley Financial Group, Inc. and dedicates a few hours per week as a mortgage loan originator with Senior American Funding, Inc.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
Copley Financial Group, INC.
Previous Registrations
Emerson Equity LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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