# ROBERT Edward WHELAN

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONTIS FINANCIAL, LLC](https://search.stillhousedata.com/firm/163986) | 2024-05-15 | present | Yes |
| [LIDO ADVISORS, LLC](https://search.stillhousedata.com/firm/269866) | 2019-09-17 | 2020-08-03 | — |
| [FERRIS CAPITAL, LLC](https://search.stillhousedata.com/firm/160116) | 2017-05-30 | 2019-08-13 | — |
| [FOCUS PARTNERS WEALTH, LLC](https://search.stillhousedata.com/firm/159289) | 2012-01-03 | 2017-03-13 | — |
| [THE COLONY GROUP OF NAPLES, LLC](https://search.stillhousedata.com/firm/142875) | 2007-10-12 | 2011-12-20 | — |
| [THE COLONY GROUP, LLC](https://search.stillhousedata.com/firm/111806) | 2007-01-31 | 2011-12-20 | — |
| [KOBREN INSIGHT MANAGEMENT INC](https://search.stillhousedata.com/firm/106473) | 2005-02-22 | 2006-09-08 | — |
| [KOBREN INSIGHT MANAGEMENT INC](https://search.stillhousedata.com/firm/106473) | 1995-05-10 | 2003-11-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1295105)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1295105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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