Robert J. Coady
Professional summary
Robert John Coady, who also goes by Bob Coady, is a registered financial advisor currently at WEALTHMARK ADVISORY GROUP, LLC located in San Clemente, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Coady's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2013 - Present
WEALTHMARK ADVISORY GROUP, LLC
February 10, 2006 - March 20, 2013
WALNUT STREET SECURITIES, INC.
March 22, 1993 - November 2, 2006
WALNUT STREET ADVISERS INC
September 5, 1991 - March 20, 2013
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2013)
(11/30/2023)
Exams
Current Firm
WEALTHMARK ADVISORY GROUP, LLC
CRD#: 166494 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 97,336,675 |
Red Flags
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