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Robert Taylor Mann

First Georgetown Securities, Inc.

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About Robert Taylor Mann

Robert Taylor Mann is an investment advisor representative who is currently registered with First Georgetown Securities, Inc. Robert has been working in the financial services industry since 1976. Robert has a broad range of experience and holds a number of licenses and certifications, including Series 7, Series 5, Series 55, Series 24, Series 4, Series 14 and Series 53. In addition, Robert is registered with the states of Virginia, Connecticut, Delaware, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.

Firm Information

Robert Mann is currently registered with First Georgetown Securities, Inc.. First Georgetown Securities, Inc. is a Corporation headquartered in Washington, D.C. with a main office in Washington, D.C. The firm was formed on 05/01/1975 and has been approved by the SEC to operate as an investment adviser. First Georgetown Securities, Inc. provides portfolio management for individuals. The firm manages approximately $90,396,641 in regulatory assets under management.

$90.40M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Robert Mann’s Registration & Firm History

VA

05/12/2008 - Present

First Georgetown Securities, Inc. (ALEXANDRIA VA)

NA

08/20/1982 - 06/24/1999

FIRST GEORGETOWN SECURITIES, INC.

NA

04/16/1979 - 10/11/1979

LAIDLAW ADAMS & PECK INC

NA

06/01/1976 - 05/17/1979

FIRST GEORGETOWN SECURITIES, INC.

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Licenses & Designations

BOTH

Issued 07/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/18/1982

Series 4 - Registered Options Principal Examination

BC

Issued 09/20/1979

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 05/15/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Robert Taylor Mann. Review regulatory record here.
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