Robert Anthony Egan
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Anthony Egan is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Fairfield, NJ, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Cetera Investment Advisers LLC and First Allied Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey, New York, and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, New York, Texas
- Broker:
35 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Allied Securities, Inc.Aug 2011 – Sep 2022San Diego, CA
- First Allied Advisory Services, Inc.Jul 2012 – Nov 2020Chesterfield, MO
- First Allied Advisory ServicesNov 2020 – Feb 2025Schaumburg, IL
- Cetera Advisors LLCSep 2022 – Feb 2025Fairfield, NJ
- EPWM, LLC AND NORTHSTAR WEALTH PlANNINGJan 2016 – no end date reportedFairfield, NY
- EP Wealth Management LLCJan 2021 – no end date reportedFairfield, NY
- Northstar Wealth PlanningOct 2023 – no end date reportedFairfield, NJ
- Cambridge Investment Research, Inc.Feb 2025 – no end date reportedFairfield, IA
- Cambridge Investment Research Advisors, Inc.Feb 2025 – no end date reportedFairfield, IA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cambridge Investment Research Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,948
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fairfield, IA
- SEC file number:
- 801-63930
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Cambridge Investment Research Advisors, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Anthony Egan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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