Robert J. Mancuso

Some features on this profile are disabled

CRD#: 728916

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 James Mancuso was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1981. Robert had worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 20, 2007 - February 28, 2023

GLENMEDE INVESTMENT MANAGEMENT, LP

RIA

CRD#: 108165

PHILADELPHIA, PA

Past

September 1, 1997 - September 26, 1997

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

July 6, 1995 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

February 1, 1994 - July 5, 1995

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

June 14, 1989 - October 13, 1992

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

April 20, 1981 - February 17, 1988

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLENMEDE INVESTMENT MANAGEMENT, LP

GLENMEDE ADVISERS, INC | GLENMEDE INVESTMENT MANAGEMENT, LP

CRD#: 108165 / SEC#: 801-57826

RIA

Registered Investment Advisory firm - (8/25/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

Series 63

Date: 5/8/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/17/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/16/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GLENMEDE INVESTMENT MANAGEMENT, LP

GLENMEDE ADVISERS, INC | GLENMEDE INVESTMENT MANAGEMENT, LP

CRD#: 108165 / SEC#: 801-57826

RIA

Registered Investment Advisory firm - (8/25/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1650 Market Street, One Liberty Place Suite 4000, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 419-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLENMEDE INVESTMENT MANAGEMENT, LP FORM ADV, PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,174
AUM (Assets Under Management)	$ 7,069,365,851

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/28/2023	Cover Page	Report
03/29/2022	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert J. Mancuso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

FUNDS DISTRIBUTOR, LLC

HORNOR, TOWNSEND & KENT, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GLENMEDE INVESTMENT MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/1981

Series 7

Date: 6/17/1989

Series 6

Date: 4/16/1981

Current Firm

GLENMEDE INVESTMENT MANAGEMENT, LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLENMEDE INVESTMENT MANAGEMENT, LP

TRUST BUT VERIFY

Similar Advisors