Robert McIsaac has been an investment adviser representative at Chicago Capital Management Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners.
Chicago Capital Management Advisors, LLC is a Lisle, IL firm with $135M under management, 620 clients and 19 advisers across 4 offices, as of its March 2026 filing.
Robert McIsaac’s longest registration was 5 years at Crown Capital Securities, L.P. (2019–2024). Before joining Chicago Capital Management Advisors in 2024, Robert McIsaac was registered through Crown Capital Securities, L.P.
- – present · 2 yearsIrvine, CA · Adviser representative · Firm CRD 123483
- Crown Capital Securities, L.P.– · 5 yearsIrvine, CA · Adviser representative · Firm CRD 6312
Investment adviser representative registrations
Robert McIsaac is registered as an investment adviser representative in California, since May 2024.
- CaliforniaSince 1 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 18 May 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 February 1990 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Raymond McIsaac
- CRD
- 1185886
- Firm
- Chicago Capital Management Advisors · CRD 123483
- Office
- 30 Corporate Park #306, Irvine, CA 92606
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert McIsaac work?
Robert McIsaac is an investment adviser representative registered through Chicago Capital Management Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert McIsaac a financial advisor?
Yes. Robert McIsaac has a current investment-adviser registration in California, through Chicago Capital Management Advisors since May 2024.
How many years of experience does Robert McIsaac have?
Robert McIsaac has 37 years in the financial industry, since April 1989, across 2 adviser firms.
What exams has Robert McIsaac passed?
Robert McIsaac has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 66. The earliest, the Series 6, was passed in February 1990. FINRA credited Robert McIsaac with the SIE, which began in October 2018.
Where did Robert McIsaac work before Chicago Capital Management Advisors?
Before Chicago Capital Management Advisors, Robert McIsaac was registered through Crown Capital Securities, L.P., January 2019 to May 2024.
Where is Robert McIsaac based?
Robert McIsaac’s registered office is in Irvine, CA.
Is Robert McIsaac registered with FINRA?
Yes. Robert McIsaac has a current broker registration, under CRD 1185886.
Source: FINRA BrokerCheck
How can I verify Robert McIsaac’s record?
Search CRD 1185886 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert McIsaac’s full registration record.