Robert Carson Rungee
Professional Summary
Robert Carson Rungee was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1999 - 2022. Robert had worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 53, Series 27 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
GERSTEIN FISHER | PEOPLE'S UNITED ADVISORS, INC. | OLSON MOBECK INVESTMENT ADVISORS | GERSTEIN FISHER ASSET MANAGEMENT
Contact Information
Main Address
1100 North Market Street, Wilmington, DE 19801Phone Number
(646) 971-2505# of Employees
53Regulatory Assets Under Management
Total Number of Accounts
2,076AUM (Assets Under Management)
$845,211,011Similar Advisors
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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