Robert John Corcoran
Professional Summary
Robert John Corcoran, who also goes by Bob Corcoran, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2014 - 2018. Robert had worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Corcoran
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
No current employment
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
3 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
HUDSON ADVISORS | LSTAR CAPITAL | HUDSON AMERICAS LLC | HUDSON AMERICAS L.P. | HUDSON ADVISORS NEW YORK L.P. | HUDSON ADVISORS L.P. AKA LSTAR CAPITAL | HUDSON ADVISORS L.P. (RELYING ADVISER) | HUDSON ADVISORS (CANADA), LLC AKA LSTAR CAPITAL | HUDSON ADVISORS (CANADA), LLC (RELYING ADVISER) | HUDSON ADVISORS (CANADA) LLC (RELYING ADVISOR)
Contact Information
Main Address
6688 North Central Expressway Suite 1400, Dallas, TX 75206Phone Number
(214) 754-8400# of Employees
293SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
86AUM (Assets Under Management)
$36,393,091,515Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
HUDSON ADVISORS | LSTAR CAPITAL | HUDSON AMERICAS LLC | HUDSON AMERICAS L.P. | HUDSON ADVISORS NEW YORK L.P. | HUDSON ADVISORS L.P. AKA LSTAR CAPITAL | HUDSON ADVISORS L.P. (RELYING ADVISER) | HUDSON ADVISORS (CANADA), LLC AKA LSTAR CAPITAL | HUDSON ADVISORS (CANADA), LLC (RELYING ADVISER) | HUDSON ADVISORS (CANADA) LLC (RELYING ADVISOR)
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
