Robert Whelen, financial advisor Philadelphia PA
90 score

Robert Whelen

CRD Number: 6007415
Current Firm: Brandywine Global Investment Management, LLC

Robert Whelen (CRD# 6007415) is an Investment Advisor Representative working at Brandywine Global Investment Management, LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Legg Mason Investor Services LLC Philadelphia, PA Oct 2015 - Current 1
Brandywine Global Philadelphia, PA Sep 2015 - Current 1
Janney Montgomery Scott, LLC Philadelphia, PA Feb 2014 - Aug 2015 1
Merrill Lynch, Pierce, Fenner & Smith Pennington, NJ Oct 2013 - Feb 2014 < 1
Corporate Brokers LLC Annapolis, MD Jun 2013 - Oct 2013 < 1
Sorensen Corporation Melbourne, FL Apr 2013 - May 2013 < 1
Unemployed Melbourne, FL Feb 2013 - Mar 2013 < 1
Boys Electical Contractors LLC Melbourne, FL Dec 2012 - Jan 2013 < 1
Unemployed Melbourne, FL Nov 2012 - Nov 2012 < 1
Lpl Financial Miramar, FL Apr 2012 - Oct 2012 < 1
Northwestern Mutual - The Callaway Black Group Atlanta, GA Jan 2012 - Mar 2012 < 1
Georgia Institute Of Technology Atlanta, GA Jul 2007 - Dec 2011 4
Us Navy Reserve Atlanta, GA Aug 2007 - Oct 2011 4
East Forsyth High School Kernersville, NC Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Robert G. Whelen
Phone Number: 215-609-3500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    72,164
    MILLIONS
  • Total Number of Accounts
    2,210
    ACCOUNTS
  • Average Account Value
    $32,653,547
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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