ROBERT Edward WHELAN is an investment adviser representative (IAR) with state registration records since 1995, appearing at 7 firms. Currently registered with MONTIS FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONTIS FINANCIAL, LLC | 2024-05-15 | present | Yes |
| LIDO ADVISORS, LLC | 2019-09-17 | 2020-08-03 | — |
| FERRIS CAPITAL, LLC | 2017-05-30 | 2019-08-13 | — |
| FOCUS PARTNERS WEALTH, LLC | 2012-01-03 | 2017-03-13 | — |
| THE COLONY GROUP OF NAPLES, LLC | 2007-10-12 | 2011-12-20 | — |
| THE COLONY GROUP, LLC | 2007-01-31 | 2011-12-20 | — |
| KOBREN INSIGHT MANAGEMENT INC | 2005-02-22 | 2006-09-08 | — |
| KOBREN INSIGHT MANAGEMENT INC | 1995-05-10 | 2003-11-05 | — |