Robert McIsaac (CRD# 1185886) is an Investment Advisor Representative working at Chicago Capital Management Advisors, LLC in Lisle, IL and has over 33 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 2518026
Calamos Advisors LLC
CRD# 1346992
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Trust Investmentservices, Inc. | Irvine, CA | Apr 2024 - Current | < 1 |
| Chicago Capital Management Advisors | Irvine, CA | Apr 2024 - Current | < 1 |
| Mcisaac Financial & Insurance Services, Inc. | Irvine, CA | Dec 1984 - Current | 39 |
| Crown Capital Securities | Orange, CA | Jan 2003 - Apr 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- CA
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts529ACCOUNTS
-
Average Account Value$208,389
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, IN, LA, MI, NC, OR, PA, TX, WI
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