RF
CFP
RF
CFP

Robert Feisee

25 Years of Experience
Ashburn, VA
BrokerSells Insurance

Robert Feisee is a CFP-designated registered investment advisor, based in Ashburn, VA, with 25 years of industry experience.

Location

44365 Premier Plaza, Suite 200, Ashburn, VA, 20147

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History

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.

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Other Business ActivitiesSells Insurance

Robert works as an attorney for Insight Law PLLC, is an advisory representative of CIRA, and is an independent insurance agent for various companies. He also owns several LLCs related to real estate and marketing.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Cambridge Investment Research Advisors, INC.
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
December 2009 - October 2017 · 7 yrs 10 mos
National Planning CorporationBroker
December 2009 - October 2017 · 7 yrs 10 mos
Medallion Investment Services, INC.Broker
November 2002 - December 2009 · 7 yrs 1 mo
Medallion Advisory Services, LLC
November 2002 - December 2009 · 7 yrs 1 mo
Morgan Stanley
April 2001 - November 2002 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
February 2001 - November 2002 · 1 yr 9 mos
State Registrations8 states
COCTMDNCNESCVAWV
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.
Robert Feisee - Financial Advisor | TrueAdvisor