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Rob roy McLallen

Mycio Wealth Partners, LLC

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About Rob roy McLallen

Rob roy McLallen is an Investment Advisor Representative at Mycio Wealth Partners, LLC. Rob roy McLallen is registered in Pennsylvania and has a Series 65 license. Rob roy McLallen has been in the industry since July 2019. Rob roy McLallen has experience in working with charitable organizations, high net worth individuals, and corporations or other businesses. Rob roy McLallen's specializations include providing financial planning, pension consulting, selecting other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles.

Firm Information

Rob roy McLallen is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rob roy McLallen’s Registration & Firm History

PA

01/22/2020 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 01/21/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rob roy McLallen.
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