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Robert John Geary

Investment Adviser Representative at RMDR Advisors, Inc.

San Antonio, TXCRD #852622Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
47 yrs
Exams Passed
4

Professional summary

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

Robert John Geary is an investment adviser representative with RMDR Advisors, Inc. in San Antonio, TX, where they have been registered since 2003. They have worked in the securities industry since 1979 and were previously registered with RTE Asset Management. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/22/1982
Series 7
General Securities Representative Examination
Passed 7/16/1983
Series 1
Registered Representative Examination
Passed 5/23/1978
Series 24
General Securities Principal Examination
Passed 10/23/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Regal Investment Advisors LLCCurrent
6/17/2026 – San Antonio, TX
RMDR Advisors, Inc.Current
5/27/2003 – San Antonio, TX
RTE Asset Management
6/13/1993 – 12/31/2007Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. RMDR Advisors, Inc. (F/k/a Geary Investment Advisory Service)
    Apr 1985 – no end date reportedSan Antonio, TX
  2. Regal Investment Advisors
    May 2026 – no end date reportedKentwood, MI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RMDR 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
  • 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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in San Antonio, TX

Other advisors whose filed branch office is in the same city.

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 John Geary 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert John Geary (Regal Investment Advisors)