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RIA / WealthAdvisor38 years in industry

IAN THOMAS ROBERTSON

Advisor at CAPITAL MANAGEMENT SERVICES, INC.

MANCHESTER, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2002 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: CAPITAL MANAGEMENT SERVICES, INC.
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: Jan 6, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 6, 1988
First registration: Aug 27, 2002
Dual registered: no
Other names: IAN T ROBERTSON
IAPD individual key: 1779180

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
CAPITAL MANAGEMENT SERVICES, INC.	Independent wealth	Oct 16, 2015	n/a	yes	MANCHESTER, MO	Current employment
LYONS WEALTH MANAGEMENT	Independent wealth	Oct 24, 2013	May 26, 2015	no	SALEM, SC\|MARIETTA, GA	Previous registration
FORTITUDE ADVISORY GROUP L.L.C.	Independent wealth	Oct 4, 2010	Oct 28, 2013	no	GIG HARBOR, WA	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Oct 18, 2004	Jan 21, 2009	no	CONCORD, CA\|CHICAGO, IL	Previous registration
LINCOLN FINANCIAL DISTRIBUTORS, INC.	n/a	Sep 29, 2003	Nov 5, 2004	no	MARIETTA, GA	Previous registration
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	Former SEC adviser	Aug 27, 2002	Sep 17, 2003	no	ATLANTA, GA	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
LYONS WEALTH MANAGEMENT	CAPITAL MANAGEMENT SERVICES, INC.	May 26, 2015	Oct 16, 2015	143	Firm change	Other
FORTITUDE ADVISORY GROUP L.L.C.	LYONS WEALTH MANAGEMENT	Oct 28, 2013	Oct 24, 2013	-4	Firm change	Other
ASSETMARK, INC.	FORTITUDE ADVISORY GROUP L.L.C.	Jan 21, 2009	Oct 4, 2010	621	Firm change after gap	Other
LINCOLN FINANCIAL DISTRIBUTORS, INC.	ASSETMARK, INC.	Nov 5, 2004	Oct 18, 2004	-18	Firm change	Other
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	LINCOLN FINANCIAL DISTRIBUTORS, INC.	Sep 17, 2003	Sep 29, 2003	12	Firm change	Other

Relationships

Registered with (6)

→ CAPITAL MANAGEMENT SERVICES, INC.Registered adviserregistration: current employment
Oct 16, 2015 to presentfactForm ADV
→ LYONS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 24, 2013 to May 26, 2015factForm ADV
→ FORTITUDE ADVISORY GROUP L.L.C.Registered adviserregistration: previous registration
Oct 4, 2010 to Oct 28, 2013factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Oct 18, 2004 to Jan 21, 2009factForm ADV
→ LINCOLN FINANCIAL DISTRIBUTORS, INC.Registered adviserregistration: previous registration
Sep 29, 2003 to Nov 5, 2004factForm ADV
→ MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLCRegistered adviserregistration: previous registration
Aug 27, 2002 to Sep 17, 2003factForm ADV

Dated events

No dated event names this entity yet.