Robert Anderson is a CFA-designated registered investment advisor, based in Vero Beach, FL, with 56 years of industry experience.
Location
Vero Beach, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2025Final
Other Business Activities
Robert is involved in several business activities, including managing member roles in investment partnerships and a registered investment advisor, as well as providing consulting services for trusts and estates. He also serves as a registered representative at Beech Hill Securities, Inc. and is on the investment and finance committees for Kent School.
Employment History
Current Registrations
Beech Hill Securities, INC.Broker
September 2013 - Present · 12 yrs 8 mos
Beech Hill Securities, INC.
September 2013 - Present · 12 yrs 8 mos
Penbrook Management LLC
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Brean Capital, LLCBroker
October 2005 - October 2013 · 8 yrs
Fsc Securities CorporationBroker
June 2002 - June 2003 · 1 yr
Brean Murray & CO., INC.Broker
April 1988 - March 2006 · 17 yrs 11 mos
Baer & Company, IncorporatedBroker
June 1986 - April 1988 · 1 yr 10 mos
Baer & CompanyBroker
June 1986 - April 1988 · 1 yr 10 mos
Martin Simpson & Company, INC.Broker
June 1973 - June 1986 · 13 yrs
Wood Walker INCBroker
July 1969 - June 1973 · 3 yrs 11 mos
State Registrations12 states
AZCACOCTFLNJNYORTNTXVAWA
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.