Robert Behr has been an investment adviser representative at PlanVest Financial since January 2018, and is not listed among the firm’s executive officers or direct owners. Robert Behr holds a Bachelor of Arts in Economics and Finance from The American University and a Master of Business Administration with a concentration in accounting from The American University.
Planvest Financial, Inc. is a Gaithersburg, MD firm with $176M under management, 309 clients and 6 advisers in one office, as of its September 2026 filing.
Robert L. Behr is Senior Wealth Manager of PlanVest Financial. He advises clients on investments, risk management, liabilities management, and estate and retirement planning. Behr has been in the financial services industry for over eighteen years and, before joining PlanVest Financial, held positions at UBS, Smith Barney, and Morgan Stanley.
Robert Behr’s longest registration is the current one, 8 years at PlanVest Financial since 2018. Before joining PlanVest Financial in 2018, Robert Behr was registered through LPL Financial LLC and Morgan Stanley.
- Planvest Financial, Inc.Current– present · 8 yearsGaithersburg, MD · Adviser representative · Firm CRD 290306
- LPL Financial LLC– · 4 yearsGaithersburg, MD · Adviser representative · Firm CRD 6413
- Morgan Stanley– · 4 yearsRockville, MD · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 3 yearsBethesda, MD · Adviser representative · Firm CRD 7059
- Legg Mason Wood Walker Inc– · 1 yearBethesda, MD · Adviser representative · Firm CRD 6555
- UBS Financial Services Inc.– · 4 yearsBethesda, MD · Adviser representative · Firm CRD 8174
Professional designations
Listed by PlanVest Financial
- CPA
- CRPC®
- AAMS®
Investment adviser representative registrations
Robert Behr is registered as an investment adviser representative in Maryland, since January 2018.
- MarylandSince 2 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 6 April 2011 |
| Series 66 | Uniform Combined State Law Examination | 12 October 2001 |
| Series 7 | General Securities Representative Examination | 21 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Louis Behr
- CRD
- 1535798
- Firm
- PlanVest Financial · CRD 290306
- Office
- 6 MONTGOMERY VILLAGE AVENUE, SUITE 320, Gaithersburg, MD 20879
- Registration
- Investment adviser registration
- In the industry since
- January 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planvestfinancial.com
Where does Robert Behr work?
Robert Behr is an investment adviser representative registered through Planvest Financial, Inc. since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Robert Behr a financial advisor?
Yes. Robert Behr has a current investment-adviser registration in Maryland, through PlanVest Financial since January 2018.
How many years of experience does Robert Behr have?
Robert Behr has 25 years in the financial industry, since January 2001, across 6 adviser firms.
What exams has Robert Behr passed?
Robert Behr has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2001. FINRA credited Robert Behr with the SIE, which began in October 2018.
Where did Robert Behr work before PlanVest Financial?
Before PlanVest Financial, Robert Behr was registered through Morgan Stanley, June 2009 to January 2014; Citigroup Global Markets Inc., February 2006 to June 2009; Legg Mason Wood Walker Inc, February 2005 to February 2006; UBS Financial Services Inc., January 2001 to February 2005.
Where is Robert Behr based?
Robert Behr’s registered office is in Gaithersburg, MD.
Is Robert Behr registered with FINRA?
No. Robert Behr has no current broker registration.
How can I verify Robert Behr’s record?
Search CRD 1535798 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Behr’s full registration record.
