Robert Kantor is a registered investment advisor, based in Bethesda, MD, with 35 years of industry experience.
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Robert is an insurance agent since 2004, dedicating minimal time. He is also a managing partner at BR Financial Associates Management Company, LLC, taking about half of his time, and involved in several LLCs and HOAs, all requiring minimal time.
Employment History
Current Registrations
Xml SecuritiesBroker
Xml Securities
Xml Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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.