Robert Hagstrom has been Chief Investment Officer of EquityCompass Investment Management since March 2019, is a control person of the firm and directly owns under 5% of it. Robert Hagstrom holds a Bachelor of Arts from Villanova University and a Master of Arts from Villanova University.
Equitycompass Investment Management, LLC is a Baltimore, MD firm with $221M under management, 163 clients and 10 advisers across 6 offices, as of its March 2026 filing.
Robert G. Hagstrom is Chief Investment Officer of EquityCompass Investment Management, LLC and Senior Portfolio Manager of the Global Leaders Portfolio. He joined EquityCompass in April 2014 and launched the Global Leaders Portfolio in July 2014. He was appointed Chief Investment Officer in March 2019. Prior to joining EquityCompass, for 14 years he was the Senior Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management.
Robert Hagstrom’s longest registration is the current one, 12 years at EquityCompass Investment Management since 2014. Before joining EquityCompass Investment Management in 2014, Robert Hagstrom was registered through Legg Mason Investment Counsel, LLC and Legg Mason Capital Management, LLC.
- – present · 12 yearsVero Beach, FL · Adviser representative · Firm CRD 145420
- Legg Mason Investment Counsel, LLC– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 133370
- Legg Mason Capital Management, LLC– · 7 yearsBaltimore, MD · Adviser representative · Firm CRD 110619
- Legg Mason Focus Capital, Inc.– · 5 yearsWayne, PA · Adviser representative · Firm CRD 110881
Professional designations
Listed by EquityCompass Investment Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Robert Hagstrom is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is Florida, in January 2023.
- FloridaSince 5 January 2023
- MarylandSince 21 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 1992 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert George Hagstrom
- CRD
- 1175438
- Firm
- EquityCompass Investment Management · CRD 145420
- Role
- Chief Investment Officer
- Office
- 3150 Cardinal Drive, Suite 101, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- equitycompass.com
Where does Robert Hagstrom work?
Robert Hagstrom has been Chief Investment Officer of Equitycompass Investment Management, LLC since March 2019, and is a control person of the firm.
Is Robert Hagstrom a financial advisor?
Yes. Robert Hagstrom has a current investment-adviser registration in Florida and Maryland, through EquityCompass Investment Management since May 2014.
How many years of experience does Robert Hagstrom have?
Robert Hagstrom has 25 years in the financial industry, since June 2001, across 4 adviser firms.
What exams has Robert Hagstrom passed?
Robert Hagstrom has passed 4 licensing exams: the Series 7, Series 65, Series 6 and Series 63. The earliest, the Series 7, was passed in August 1983.
Where did Robert Hagstrom work before EquityCompass Investment Management?
Before EquityCompass Investment Management, Robert Hagstrom was registered through Legg Mason Investment Counsel, LLC, December 2012 to February 2014; Legg Mason Capital Management, LLC, July 2005 to December 2012; Legg Mason Focus Capital, Inc., March 2001 to April 2006.
Where is Robert Hagstrom based?
Robert Hagstrom’s registered office is in Vero Beach, FL.
Is Robert Hagstrom registered with FINRA?
No. Robert Hagstrom has no current broker registration.
Is Robert Hagstrom a CFA charterholder?
EquityCompass Investment Management lists Robert Hagstrom with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Robert G. Hagstrom, CFA biography, equitycompass.com
How can I verify Robert Hagstrom’s record?
Search CRD 1175438 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Hagstrom’s full registration record.
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Bobby ThomasVice President- Avi SteinChief Financial Officer
- Michael SperoChief Compliance Officer