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RIA / WealthAdvisorChartered Financial Analyst34 years in industry

ROBERT GEORGE HAGSTROM

Advisor at EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Vero Beach, FL

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Search this name across graphsid dfx:ria:27f23d6d-ddc3-dacc-2e8c-f5d8e4a5f80e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 24, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 24, 1992
First registration: Mar 27, 2001
Dual registered: no
IAPD individual key: 1175438

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC	Independent wealth	Aug 30, 2024	n/a	yes	Vero Beach, FL	Current employment
1919 INVESTMENT COUNSEL, LLC	Independent wealth	Dec 4, 2012	Feb 14, 2014	no	BALTIMORE, MD	Previous registration
CLEARBRIDGE INVESTMENTS	Former SEC adviser	Jul 11, 2005	Dec 4, 2012	no	VILLANOVA, PA\|BALTIMORE, MD\|WAYNE, PA	Previous registration
LEGG MASON FOCUS CAPITAL, INC.	n/a	Mar 27, 2001	Apr 11, 2006	no	WAYNE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
1919 INVESTMENT COUNSEL, LLC	EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC	Feb 14, 2014	Aug 30, 2024	3,850	Firm change after gap	Other
CLEARBRIDGE INVESTMENTS	1919 INVESTMENT COUNSEL, LLC	Dec 4, 2012	Dec 4, 2012	0	Firm change	Other
LEGG MASON FOCUS CAPITAL, INC.	CLEARBRIDGE INVESTMENTS	Apr 11, 2006	Jul 11, 2005	-274	Firm change after gap	Other

Relationships

Registered with (4)

→ EQUITYCOMPASS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 30, 2024 to presentfactForm ADV
→ 1919 INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Dec 4, 2012 to Feb 14, 2014factForm ADV
→ CLEARBRIDGE INVESTMENTSRegistered adviserregistration: previous registration
Jul 11, 2005 to Dec 4, 2012factForm ADV
→ LEGG MASON FOCUS CAPITAL, INC.Registered adviserregistration: previous registration
Mar 27, 2001 to Apr 11, 2006factForm ADV

Dated events

No dated event names this entity yet.