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Robert Allyn Schlegel

Grant Williams LP

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About Robert Allyn Schlegel

Robert Allyn Schlegel is a financial advisor with Grant Williams LP based in Philadelphia, PA. Robert has been in the financial services industry since 2001. Robert is licensed in Pennsylvania. Robert is Series 6, 7, and 63 licensed. Robert is also SIE licensed. Robert has previously been associated with VP Distributors LLC, Curian Clearing, LLC, Jackson National Life Distributors LLC, AIG SunAmerica Capital Services, INC., John Hancock Distributors LLC, and Eaton Vance Distributors, INC..

Firm Information

Robert Schlegel is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

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.

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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Robert Schlegel’s Registration & Firm History

PA

04/15/2019 - Present

Grant Williams LP (PHILADELPHIA PA)

CT

01/16/2014 - 04/09/2019

VP DISTRIBUTORS LLC (HARTFORD CT)

CO

01/06/2010 - 01/07/2014

CURIAN CLEARING, LLC (DENVER CO)

TN

11/07/2008 - 12/31/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

NJ

04/11/2006 - 10/24/2008

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

MA

07/28/2005 - 04/12/2006

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

10/16/2001 - 06/30/2005

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/15/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Allyn Schlegel.
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