Robert James Clancy
Investment Adviser Representative at ON Investment Management Co
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert James Clancy is an investment adviser representative with On Investment Management Co in Brandenton, FL, where they have been registered since 2005. They have worked in the securities industry since 1988 and were previously registered with Intervest International, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, Florida, Georgia, Minnesota, Virginia, Washington, and Wisconsin.
Registrations & licenses
- Investment adviser:
- Arizona, Florida, Georgia, Minnesota, Virginia, Washington, Wisconsin
- Broker:
9 states and territories
Arizona, Florida, Georgia, Minnesota, South Carolina, Texas, Virginia, Washington, Wisconsin
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.
- Clancy Financial Group, Inc.Dec 2001 – no end date reportedBradenton, FL
- THE O.n. Equity Sales CompanyOct 2005 – no end date reportedCincinnati, OH
- Constellation Insurance CompanyAug 2001 – no end date reportedCincinnati, OH
- ON Investment Management CompanySep 2005 – no end date reportedCincinnati, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ON Investment Management Co
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Independent broker/dealer services for financial professionals, including a comprehensive product shelf, competitive payouts, access to technology and resources, and support for a wide variety of business models
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 210
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Cincinnati, OH
- Founded:
- 1968
- SEC file number:
- 801-7941
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 10, 2026
View full firm profileOther advisors at ON Investment Management Co
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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 James Clancy 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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