Robert Cordeau has been an investment adviser representative at McLean Asset Management since January 2023, and is not listed among the firm’s executive officers or direct owners.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Robert Cordeau’s longest registration is the current one, 17 years at McLean Asset Management since 2009. Before joining McLean Asset Management in 2023, Robert Cordeau was registered through Aurelius Family Office, LLC and The Harbor Group, Inc.
- Aurelius Family Office, LLC– · under a yearBedford, NH · Adviser representative · Firm CRD 323016
- – present · 17 yearsMilford, NH · Adviser representative · Firm CRD 108067
- The Harbor Group, Inc.– · 3 yearsBedford, NH · Adviser representative · Firm CRD 105637
- Focus Capital– · under a yearBedford, NH · Adviser representative · Firm CRD 117715
Investment adviser representative registrations
Robert Cordeau is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in May 2024.
- New HampshireSince 3 January 2023
- TexasSince 22 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2004 |
| Series 24 | General Securities Principal Examination | 10 January 2000 |
| Series 7 | General Securities Representative Examination | 19 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Richard Cordeau
- CRD
- 3007592
- Firm
- McLean Asset Management · CRD 108067
- Office
- Milford, NH
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Cordeau work?
Robert Cordeau is an investment adviser representative registered through McLean Asset Management Corporation since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Cordeau a financial advisor?
Yes. Robert Cordeau has a current investment-adviser registration in New Hampshire and Texas, through McLean Asset Management since January 2023.
How many years of experience does Robert Cordeau have?
Robert Cordeau has 21 years in the financial industry, since September 2005, across 4 adviser firms.
What exams has Robert Cordeau passed?
Robert Cordeau has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in February 1998.
Where did Robert Cordeau work before McLean Asset Management?
Before McLean Asset Management, Robert Cordeau was registered through Aurelius Family Office, LLC, October 2022 to January 2023; The Harbor Group, Inc., May 2006 to October 2009; Focus Capital, August 2004 to April 2005.
Where is Robert Cordeau based?
Robert Cordeau’s registered office is in Milford, NH.
Is Robert Cordeau registered with FINRA?
No. Robert Cordeau has no current broker registration.
How can I verify Robert Cordeau’s record?
Search CRD 3007592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Cordeau’s full registration record.
