Robert Egan is a CFP-designated registered investment advisor, based in New York, NY, with 18 years of industry experience.
Location
New York, NY
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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 →Other Business ActivitiesSells Insurance
Robert is an insurance agent since 2007 and founder of Northstar Wealth Planning and EP Wealth Management, LLC. He also owns Bergan Properties, LLC, is co-founder of Alpha Goose, LLC, and works as an advisory rep of an RIA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2025 - Present · 1 yr 3 mos
Cambridge Investment Research Advisors, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2022 - February 2025 · 2 yrs 5 mos
Cetera Investment Advisers LLC
November 2020 - February 2025 · 4 yrs 3 mos
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.Broker
August 2011 - September 2022 · 11 yrs 1 mo
First Allied Securities, INC.
August 2011 - July 2012 · 11 mos
New England Securities Corporation
June 2011 - August 2011 · 2 mos
New England SecuritiesBroker
December 2007 - August 2011 · 3 yrs 8 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
July 2005 - December 2005 · 5 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.