Robert S. Maney
Professional summary
Robert Scott Maney, AIF®, who also goes by Scott Maney, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Seal Beach, California and INVESCO DISTRIBUTORS, INC. located in Holmdel, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Maney's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2010 - Present
INVESCO ADVISERS, INC.
December 24, 2008 - Present
INVESCO DISTRIBUTORS, INC.
January 21, 2009 - January 1, 2010
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.
March 3, 2006 - December 22, 2008
ADP BROKER-DEALER, INC.
February 17, 2005 - February 22, 2006
METROPOLITAN LIFE INSURANCE COMPANY
February 17, 2005 - February 22, 2006
MSI FINANCIAL SERVICES, INC.
March 11, 2003 - February 17, 2005
WELLS FARGO BROKERAGE SERVICES, L.L.C.
September 18, 2001 - May 31, 2002
AMUNDI DISTRIBUTOR US, INC.
October 15, 1998 - July 6, 2001
ADP BROKER-DEALER, INC.
June 30, 1995 - July 15, 1998
TITAN/VALUE EQUITIES GROUP, INC.
December 21, 1994 - June 21, 1995
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
INVESCO ADVISERS, INC.
CRD#: 105360 / SEC#: 801-33949
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
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.
