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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene McManus is an active investment advisor representative registered in California and Kansas. Robert McManus is associated with Emerson Equity LLC. Robert McManus has been in the industry since 2013. Robert McManus is a licensed agent in California and is a Series 63 and Series 66 holder. Robert McManus has held previous positions at LAZARD CAPITAL MARKETS LLC, JEFFERIES & COMPANY, INC., NEUBERGER BERMAN, LLC, and CIBC WORLD MARKETS CORP. Robert McManus has experience in the investment industry managing investments for high net worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Robert McManus also provides investment advice to other investment advisors. The firm's clients include corporations, individuals, trusts, estates, and retirement plans. Robert McManus also serves as a consultant and analyst for Piltingsrud Capital Management, LLC's Oksgard Opportunities Fund, LLC. In addition to Robert McManus's work in the financial services industry, Robert McManus is also involved in the craft whiskey and spirits industry as a founder and board member of 11 Wells Spirits Company, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/07/2022 - Present
Emerson Equity LLC (SAN MATEO CA)
NY
01/03/2011 - 08/12/2011
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
01/15/2010 - 12/10/2010
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
05/10/2001 - 03/18/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
10/18/2000 - 03/13/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/05/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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