Role at Gresham Partners
- Title on Schedule A
- Chief Compliance Officer
- Control
- Robert Nanney is a control person of Gresham Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Robert Nanney has held the filed role since June 2020.
The firm
Form ADV filed 16 July 2026
Career on record
- Passed SIE · 2018
- Passed Series 63 and Series 24 · 2012
- Passed Series 7 · 2011
Registrations and exams
No current adviser or broker registration. Robert Nanney has passed 4 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 2012 |
| Series 24 | General Securities Principal Examination | 7 March 2012 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 6 December 2011 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Robert Alan Nanney
- CRD
- 5961868
- Registration status
- No current adviser or broker registration
- Firm bio
- greshampartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Gresham identifies Robert Nanney as Chief Compliance Officer and says he is responsible for the firm’s compliance and information-security programs. Official Gresham Partners biography
Education
- Gresham lists a BA in English and a JD from Loyola University Chicago.Official Gresham Partners biography
Common questions
Where does Robert Nanney work?
Robert Nanney has been Chief Compliance Officer of Gresham Partners, LLC since June 2020, and is a control person of the firm.
Does Robert Nanney have a current investment-adviser registration?
Robert Nanney has no current investment-adviser or broker registration, as of 18 October 2026.
What exams has Robert Nanney passed?
Robert Nanney has passed 4 licensing exams: the Series 7, Series 63, Series 24 and SIE. The earliest, the Series 7, was passed in December 2011.
Leadership at Gresham Partners
- Edward NeildChief Executive Officer
- David SalsburgPresident
- Ben BeaversFounder
- Matthew BonaguidiPartner
- David ColtonPartner
- Justin GullmanPartner
- Kim KaminPartner
- Steven LomanPartner
- Linda MoravaPartner
- Gregory SchneidermanPartner
- Joseph SimpsonPartner
- Leisa StorbeckPartner
- Sean WarringtonPartner