Robert P. Hanlon
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Paul Hanlon JR, CFP®, who also goes by Bobby Hanlon, Gig Hanlon, Junior Hanlon, Robert Paul Hanlon, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1984. Robert had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
October 29, 2019 - March 7, 2024
THE MATHER GROUP, LLC
October 18, 2018 - October 30, 2019
RPH FINANCIAL SERVICES, INC.
January 30, 2015 - November 4, 2016
STONEX ADVISORS INC.
September 12, 2014 - April 16, 2018
STONEX SECURITIES INC.
October 10, 2006 - January 30, 2015
WRP INVESTMENTS, INC.
March 7, 2005 - September 12, 2014
WRP INVESTMENTS, INC.
August 5, 2004 - March 8, 2005
MOMENTUM INDEPENDENT NETWORK INC.
August 5, 2004 - March 8, 2005
MOMENTUM INDEPENDENT NETWORK INC.
May 4, 2004 - August 5, 2004
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
May 3, 2004 - August 5, 2004
NEWEDGE SECURITIES, LLC
August 27, 1998 - May 4, 2004
FDX ADVISORS, INC.
July 22, 1998 - May 3, 2004
LONDON PACIFIC SECURITIES, INC.
April 28, 1998 - December 31, 2018
RPH FINANCIAL SERVICES, INC
January 1, 1992 - July 23, 1998
CETERA WEALTH SERVICES, LLC
August 9, 1989 - January 1, 1992
CHRIS SECURITIES INC.
March 5, 1987 - August 23, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
November 17, 1986 - March 24, 1987
CAG RESOURCES, INC.
June 6, 1986 - November 25, 1986
SUMMIT CAPITAL GROUP,LTD.
December 10, 1984 - December 12, 1986
CHRIS SECURITIES INC.
August 14, 1984 - May 6, 1986
WS GRIFFITH SECURITIES, INC.
April 11, 1984 - August 20, 1984
CHRIS SECURITIES INC.
Primary Firm SEC Registration
THE MATHER GROUP, LLC
CRD#: 156005 / SEC#: 801-72156
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE MATHER GROUP, LLC
CRD#: 156005 / SEC#: 801-72156
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,285 |
| AUM (Assets Under Management) | $ 11,710,038,016 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/25/2025 | ||
| 08/28/2023 | ||
| 01/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
