Robert David Anderson
Professional Summary
Robert David Anderson, who also goes by Rob Anderson, is a registered financial advisor currently at QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. Robert is registered as a RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert David Anderson, Rob Anderson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
QUINCY WELLS CAPITAL, LLC
Contact Information
Main Address
145 South Wells Ste 1301, Chicago, IL 60606Mailing Address
145 South Wells Ste 1301, Chicago, IL 60606Phone Number
(312) 356-4871Established
Delaware since 06/24/2024Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/1/2026)
(5/4/2026)
(5/1/2026)
(8/7/2026)
(5/1/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1999About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert David Anderson's CRS (Customer Relationship Summary).
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