Robert Behan is a CFA-designated registered investment advisor, based in Dublin, OH, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6125 Memorial Dr, Dublin, OH, 43017
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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
Meeder Distribution Services, INC.Broker
April 2026 - Present · 6 mos
Meeder Advisory Services, INC.
April 2026 - Present · 6 mos
Previous Registrations
Calamos Financial Services LLCBroker
March 2007 - December 2024 · 17 yrs 9 mos
Citizens Advisers, INC.
August 2003 - June 2007 · 3 yrs 10 mos
Citizens SecuritiesBroker
July 2003 - February 2007 · 3 yrs 7 mos
Strong Capital Management INC
July 2002 - June 2003 · 11 mos
Strong Investments, INC.Broker
March 2000 - June 2003 · 3 yrs 3 mos
Cigna Financial Services, INC.Broker
February 1999 - January 2000 · 11 mos
Cigna Financial Advisors,inc.Broker
August 1994 - February 1997 · 2 yrs 6 mos
Manequity, INC.Broker
September 1993 - July 1994 · 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
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