Robert Davidson
Finsym Partners · Seattle, Washington
Robert Davidson is a fee-only financial advisor at Finsym Partners in Seattle, Washington. Finsym Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Finsym Partners |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $188.0M across 90 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8090763 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.finsymllc.com |
| Profile |
How Robert's firm compares
- Finsym Partners's average account is about $2.1 million, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Robert
Is Robert Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Finsym Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Finsym Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Davidson based?
Robert Davidson is based in Seattle, Washington.
Is Robert Davidson registered with the SEC?
Yes. Robert Davidson is registered as an investment adviser representative in WA (CRD 8090763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finsym Partners manage?
Finsym Partners reports $188.0M across 90 accounts in assets under management.
How do I contact Robert Davidson?
Through Robert's website, www.finsymllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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