Robert Marchesano is a CFP-designated registered investment advisor, based in Chesapeake, VA, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
201 Volvo Parkway, Chesapeake, VA, 23320
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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
Raymond James Financial Services Advisors, INC
September 2026 - Present · 1 mo
Raymond James Financial Services, INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
Truist Advisory Services, INC.
March 2021 - September 2026 · 5 yrs 6 mos
Truist Investment Services, INC.Broker
February 2021 - September 2026 · 5 yrs 7 mos
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2010 - January 2018 · 7 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2010 - January 2018 · 7 yrs 9 mos
Chase Investment Services CORP.
April 2006 - April 2010 · 4 yrs
Chase Investment Services CORP.Broker
April 2006 - April 2010 · 4 yrs
Worldco, L.L.C.Broker
July 2002 - December 2002 · 5 mos
Spear, Leeds & Kellogg, L.P.Broker
September 1998 - March 2002 · 3 yrs 6 mos
State Registrations19 states
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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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