Robert Messer has been President of Forefront Asset Management since July 2015, is a control person of the firm and directly owns 75% or more of it. Robert Messer holds a Bachelor's degree from United States Naval Academy.
Forefront Asset Management, LLC is a Virginia Beach, VA firm with $137M under management, 322 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Adam Messer is President of Forefront Asset Management, LLC. He founded the firm in 2015 and began his financial services career in 2002 with Edward Jones. He previously served in the U.S. Navy as a Surface Nuclear Warfare Officer and is a graduate of the Naval Nuclear Power School.
Robert Messer’s longest registration is the current one, 10 years at Forefront Asset Management since 2015. Before joining Forefront Asset Management in 2015, Robert Messer was registered through Raymond James Financial Services Advisors, Inc and Edward Jones.
- – present · 10 yearsVirginia Beach, VA · Adviser representative · Firm CRD 281118
- Raymond James Financial Services Advisors, Inc– · 3 yearsVirginia Beach, VA · Adviser representative · Firm CRD 149018
- Edward Jones– · 5 yearsVirginia Beach, VA · Adviser representative · Firm CRD 250
Professional designations
Listed by Forefront Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist™ (AAMS™)
Investment adviser representative registrations
Robert Messer is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from November 2015; the most recent is New York, in October 2021.
- FloridaSince 16 February 2016
- New YorkSince 12 October 2021
- TexasResidentSince 6 November 2015
- VirginiaSince 19 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 4 September 2012 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 30 July 2012 |
| Series 7 | General Securities Representative Examination | 4 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Adam Messer
- CRD
- 4472157
- Firm
- Forefront Asset Management · CRD 281118
- Role
- President
- Office
- 1209 INDEPENDENCE BOULEVARD, SUITE 106, Virginia Beach, VA 23455
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forefrontam.com
Where does Robert Messer work?
Robert Messer has been President of Forefront Asset Management, LLC since July 2015, and is a control person of the firm.
Is Robert Messer a financial advisor?
Yes. Robert Messer has a current investment-adviser registration in Florida, New York, Texas and Virginia, through Forefront Asset Management since November 2015.
How many years of experience does Robert Messer have?
Robert Messer has 19 years in the financial industry, since November 2006, across 3 adviser firms.
What exams has Robert Messer passed?
Robert Messer has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 9 and Series 10. The earliest, the Series 6, was passed in December 2001. FINRA credited Robert Messer with the SIE, which began in October 2018.
Where did Robert Messer work before Forefront Asset Management?
Before Forefront Asset Management, Robert Messer was registered through Raymond James Financial Services Advisors, Inc, March 2012 to November 2015; Edward Jones, November 2006 to March 2012.
Where is Robert Messer based?
Robert Messer’s registered office is in Virginia Beach, VA.
Is Robert Messer registered with FINRA?
No. Robert Messer has no current broker registration.
Is Robert Messer a CFP?
Forefront Asset Management lists Robert Messer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Messer’s record?
Search CRD 4472157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Messer’s full registration record.