Robert Iannazzo has been an investment adviser representative at Investmark Advisory Group since July 2026, and is not listed among the firm’s executive officers or direct owners.
Investmark Advisory Group LLC is a Shelton, CT firm with $930M under management, 690 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Robert P. Iannazzo is Senior Wealth Advisor and Principal of Investmark Advisory Group. He joined the firm in 2019 and guides clients through the financial planning process, from defining goals such as retirement and legacy to reviewing net worth, income, investments and asset allocation. He was previously with the IST Group at Morgan Stanley and served as vice president at both Merrill Lynch and Morgan Stanley.
Robert Iannazzo’s longest registration was 20 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1987–2008). Before joining Investmark Advisory Group in 2026, Robert Iannazzo was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- – present · under a yearShelton, CT · Adviser representative · Firm CRD 121060
- – · under a yearShelton, CT · Adviser representative · Firm CRD 121060
- Commonwealth Financial NetworkAlso current– present · 7 yearsShelton, CT · Adviser representative · Firm CRD 8032
- Morgan Stanley– · 9 yearsFairfield, CT · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearFairfield, CT · Adviser representative · Firm CRD 8209
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 20 yearsFairfield, CT · Adviser representative · Firm CRD 7691
Professional designations
Listed by Investmark Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
Investment adviser representative registrations
Robert Iannazzo is registered as an investment adviser representative in Connecticut, since June 2019.
- ConnecticutSince 13 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 June 1984 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Paul Iannazzo
- CRD
- 1264630
- Firm
- Investmark Advisory Group · CRD 121060
- Office
- 3 ENTERPRISE DRIVE, FOURTH FLOOR, Shelton, CT 06484
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- investmark.net
Where does Robert Iannazzo work?
Robert Iannazzo is an investment adviser representative registered through Investmark Advisory Group LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Iannazzo a financial advisor?
Yes. Robert Iannazzo has a current investment-adviser registration in Connecticut, through Investmark Advisory Group since July 2026.
How many years of experience does Robert Iannazzo have?
Robert Iannazzo has 41 years in the financial industry, since January 1985, across 5 adviser firms.
What exams has Robert Iannazzo passed?
Robert Iannazzo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1984. FINRA credited Robert Iannazzo with the SIE, which began in October 2018.
Where did Robert Iannazzo work before Investmark Advisory Group?
Before Investmark Advisory Group, Robert Iannazzo was registered through Morgan Stanley, June 2009 to October 2018; Morgan Stanley & Co. Incorporated, November 2008 to June 2009; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 1987 to November 2008.
Where is Robert Iannazzo based?
Robert Iannazzo’s registered office is in Shelton, CT.
Is Robert Iannazzo registered with FINRA?
Yes. Robert Iannazzo has a current broker registration, under CRD 1264630.
Source: FINRA BrokerCheck
Is Robert Iannazzo a CFP?
Investmark Advisory Group lists Robert Iannazzo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Iannazzo’s record?
Search CRD 1264630 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Iannazzo’s full registration record.
