Robert A. Feeney
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Alexander Feeney, who also goes by Feeney Rob, Feeney A Robert, Feeney Robert, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2016. Robert had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 12, 2020 - April 2, 2021
CENTRIC ADVISORS, LLC
June 7, 2017 - February 13, 2020
PFS INVESTMENTS INC.
April 26, 2016 - February 13, 2020
PFS INVESTMENTS INC.
Primary Firm SEC Registration
CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,162 |
| AUM (Assets Under Management) | $ 226,897,006 |
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.
