Daniel Debarros is a registered investment advisor at Robertson Investment Management, based in Houston, TX, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,078 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$273.1M
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Location
919 Milam St, Suite 500, Houston, TX, 77002
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Robertson Investment Management
December 2025 - Present · 4 mos
Previous Registrations
LPL Enterprise, LLCBroker
April 2025 - July 2025 · 3 mos
LPL Enterprise, LLC
April 2025 - July 2025 · 3 mos
Hines Securities, INC.Broker
September 2023 - February 2024 · 5 mos
Dimensional Fund Advisors LP
March 2023 - May 2023 · 2 mos
Dfa Securities LLCBroker
January 2023 - May 2023 · 4 mos
Pimco Investments LLCBroker
May 2020 - January 2023 · 2 yrs 8 mos
Nationwide Investment Services CorporationBroker
March 2019 - April 2020 · 1 yr 1 mo
State Registrations4 states
CACONYTX
Advisor
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
No exam information available for this advisor.