Robert Valleau has been an investment adviser representative at Almanack Investment Partners since November 2020, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Robert Valleau’s longest registration is the current one, 5 years at Almanack Investment Partners since 2020. Before joining Almanack Investment Partners in 2020, Robert Valleau was registered through Mercap Advisors, Inc. and Hornor, Townsend & Kent, Inc.
- Almanack Investment PartnersCurrent– present · 5 yearsWayne, PA · Adviser representative · Firm CRD 282428
- Mercap Advisors, Inc.– · 2 yearsPaoli, PA · Adviser representative · Firm CRD 170092
- Hornor, Townsend & Kent, Inc.– · 4 yearsConshohocken, PA · Adviser representative · Firm CRD 4031
- Northwestern Mutual Investment Services,llc– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Robert Valleau is registered as an investment adviser representative in Pennsylvania, since November 2020.
- PennsylvaniaSince 2 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 October 2008 |
- Name
- Securities Industry Essentials 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 Todd Valleau
- CRD
- 5491034
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- 656 E. Swedesford Rd, Suite 301, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Valleau work?
Robert Valleau is an investment adviser representative registered through Almanack Investment Partners, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Robert Valleau a financial advisor?
Yes. Robert Valleau has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since November 2020.
How many years of experience does Robert Valleau have?
Robert Valleau has 18 years in the financial industry, since October 2008, across 4 adviser firms.
What exams has Robert Valleau passed?
Robert Valleau has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2008. FINRA credited Robert Valleau with the SIE, which began in October 2018.
Where did Robert Valleau work before Almanack Investment Partners?
Before Almanack Investment Partners, Robert Valleau was registered through Mercap Advisors, Inc., January 2018 to November 2020; Hornor, Townsend & Kent, Inc., January 2013 to January 2018; Northwestern Mutual Investment Services,llc, August 2012 to November 2012.
Where is Robert Valleau based?
Robert Valleau’s registered office is in Wayne, PA.
Is Robert Valleau registered with FINRA?
No. Robert Valleau has no current broker registration.
How can I verify Robert Valleau’s record?
Search CRD 5491034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Valleau’s full registration record.
