Robert Scanlon is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 20 years of industry experience.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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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
Dai Securities, LLCBroker
September 2025 - Present · 1 yr
Prosperity - an Eisneramper Company
September 2025 - Present · 1 yr
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.