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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

DAVID GARY ROBERTSON

Advisor at ARETE ASSET MANAGEMENT, LLC

Bethlehem, PA

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Search this name across graphsid dfx:ria:7c345d0a-deb7-b8dd-a0c3-3293c974d831

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 11, 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: ARETE ASSET MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 26, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Mar 26, 2001
First registration: Apr 11, 2001
Dual registered: no
IAPD individual key: 4537814

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
ARETE ASSET MANAGEMENT, LLC	State registered	May 12, 2017	n/a	yes	Bethlehem, PA	Current employment
CREDO CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 8, 2006	May 21, 2007	no	BALTIMORE, MD	Previous registration
INVESTMENT COUNSELORS OF MARYLAND	Former SEC adviser	Jul 31, 2003	Aug 24, 2005	no	BALTIMORE, MD	Previous registration
WILMINGTON TRUST INVESTMENT ADVISORS, INC.	Other adviser	Apr 11, 2001	Mar 11, 2004	no	BALTIMORE, MD	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
CREDO CAPITAL MANAGEMENT, LLC	ARETE ASSET MANAGEMENT, LLC	May 21, 2007	May 12, 2017	3,644	Firm change after gap	Other
INVESTMENT COUNSELORS OF MARYLAND	CREDO CAPITAL MANAGEMENT, LLC	Aug 24, 2005	Jun 8, 2006	288	Firm change	Other
WILMINGTON TRUST INVESTMENT ADVISORS, INC.	INVESTMENT COUNSELORS OF MARYLAND	Mar 11, 2004	Jul 31, 2003	-224	Firm change after gap	Other

Relationships

Registered with (4)

→ ARETE ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 12, 2017 to presentfactForm ADV
→ CREDO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 8, 2006 to May 21, 2007factForm ADV
→ INVESTMENT COUNSELORS OF MARYLANDRegistered adviserregistration: previous registration
Jul 31, 2003 to Aug 24, 2005factForm ADV
→ WILMINGTON TRUST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Apr 11, 2001 to Mar 11, 2004factForm ADV

Dated events

No dated event names this entity yet.