Robert G. Mcvicker
Professional summary
Robert Gregg Mcvicker, who also goes by Robert Gregg Mcvicker IV, is a registered financial advisor currently at OAK RIDGE INVESTMENTS, LLC located in Chicago, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gregg Mcvicker's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2002 - Present
OAK RIDGE INVESTMENTS, LLC
Office #1: 10 S Lasalle St Suite 1250, Chicago, IL 60603August 20, 2013 - May 14, 2019
IMST DISTRIBUTORS, LLC
September 14, 2006 - May 9, 2013
AMUNDI DISTRIBUTOR US, INC.
February 22, 1990 - November 23, 2004
OAK RIDGE INVESTMENTS, INC.
Primary Firm SEC Registration
OAK RIDGE INVESTMENTS, LLC
CRD#: 107066 / SEC#: 801-35529
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2002)
Exams
Series 8
Date: 2/12/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
OAK RIDGE INVESTMENTS, LLC
CRD#: 107066 / SEC#: 801-35529
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,876 |
| AUM (Assets Under Management) | $ 1,305,778,842 |
Red Flags
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