Robert Geary has been President/Chief Compliance Officer of RMDR Advisors since May 1985, is a control person of the firm and directly owns 75% or more of it.
RMDR Advisors, Inc. is a firm with $193M under management, 180 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Robert Geary’s longest registration is the current one, 23 years at RMDR Advisors since 2003. Before joining RMDR Advisors in 2003, Robert Geary was registered through Rte Asset Management.
- Regal Investment Advisors LLCAlso current– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 125004
- RMDR Advisors, Inc.Current– present · 23 yearsSan Antonio, TX · Adviser representative · Firm CRD 118473
- Rte Asset Management– · 14 yearsHouston, TX · Adviser representative · Firm CRD 105315
Investment adviser representative registrations
Robert Geary is registered as an investment adviser representative in Texas, since May 2003.
- TexasSince 27 May 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 23 October 1992 |
| Series 7 | General Securities Representative Examination | 16 July 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 1982 |
| Series 1 | Registered Representative Examination | 23 May 1978 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Robert John Geary
- CRD
- 852622
- Firm
- RMDR Advisors · CRD 118473
- Role
- President/Chief Compliance Officer
- Office
- San Antonio, TX
- Registration
- Investment adviser registration
- In the industry since
- October 1979
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Geary work?
Robert Geary has been President/Chief Compliance Officer of RMDR Advisors, Inc. since May 1985, and is a control person of the firm.
Is Robert Geary a financial advisor?
Yes. Robert Geary has a current investment-adviser registration in Texas, through RMDR Advisors since May 2003.
How many years of experience does Robert Geary have?
Robert Geary has 47 years in the financial industry, since October 1979, across 3 adviser firms.
What exams has Robert Geary passed?
Robert Geary has passed 4 licensing exams: the Series 1, Series 63, Series 7 and Series 24. The earliest, the Series 1, was passed in May 1978.
Where is Robert Geary based?
Robert Geary’s registered office is in San Antonio, TX.
Is Robert Geary registered with FINRA?
No. Robert Geary has no current broker registration.
How can I verify Robert Geary’s record?
Search CRD 852622 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Geary’s full registration record.