Robert Scanlon is a CFP-designated registered investment advisor, based in Boston, MA, with 21 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
115 Federal Street, Suite 901, Boston, MA, 02110
Get directionsHistory
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
Dai Securities, LLCBroker
September 2025 - Present · 1 yr 1 mo
Prosperity - an Eisneramper Company
September 2025 - Present · 1 yr 1 mo
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - September 2025 · 8 yrs 6 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
December 2007 - January 2015 · 7 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2005 - December 2007 · 2 yrs 4 mos
State Registrations2 states
MANH
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.
More Advisors
- Paul Scleparis, CFAScs Capital Management LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient
- Jennifer Loveless, CFPRwa Wealth Partners
- Benjamin Webber, CFASawyer & CO INC
- Lucas Turton, CFAClaritas Advisors, LLC