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Robert Donald Anderson

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

Crystal Beach, FLCRD #3068156Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
4 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Donald Anderson has worked in the securities industry since 1999. They are registered to provide investment advisory services in Florida, Massachusetts, New York, and South Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaMassachusettsNew YorkSouth Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/21/2005
Series 65
Uniform Investment Adviser Law Examination
Passed 7/12/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 7/15/1998
Series 7
General Securities Representative Examination
Passed 6/24/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CALTON & ASSOCIATES, INC.Current
9/15/2003Crystal Beach, FL
CALTON & ASSOCIATES, INC.Current
8/25/2003Crystal Beach, FL
MORGAN STANLEY
7/2/199811/21/2002Port Richey, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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 Donald Anderson 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.

Robert Donald Anderson - Financial Advisor in Crystal Beach, FL | AdvisorFinder