Robert Clancy, financial advisor Bradenton FL
96 score

Robert Clancy

CRD Number: 1779967
Current Firm: On Investment Management Co

Robert Clancy (CRD# 1779967) is an Investment Advisor Representative working at On Investment Management Co in Bradenton, FL and has over 27 years of experience in the finance industry.

Similar Advisors
Thomas Roberts, financial advisor Bradenton FL
Thomas F. Roberts
CRD# 5096826
A New Approach Financial Planning
Score
103
Similar Advisors
Rhonda Holifield, financial advisor Bradenton FL
Rhonda K. Holifield
CRD# 4548912
Holifield Huntley Financial Advisers
Score
101
Similar Advisors
Carolyn Howard, financial advisor Bradenton FL
Carolyn B. Howard
CRD# 2391466
Seacure Advisors LLC
Score
101
Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Oct 2005 - Current 11
Clancy Financial Group, Inc. Bradenton, FL Dec 2001 - Current 15
Ohio National Financial Services Cincinnati, OH Aug 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Robert J. Clancy
Phone Number: 855-262-0913
Registered State(s):
  • CO
  • FL
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.