Morgan Stanley
47yrs
Top advisor by experience in New York
15yrs
Robert Egan
Full name on record: Robert Anthony Egan
Financial advisor at Cambridge Investment Research Advisors
Based in New York, New York, Robert Egan is a fiduciary financial advisor with 15 years of industry experience. Robert has been with Cambridge Investment Research Advisors since 2025; before that, Robert spent four years at Cetera Investment Advisers and eight years at First Allied Advisory Services. Robert holds the CFP® designation.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 59% of advisors in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2020 – 2025Cetera Investment Advisers LLCPreviously
- 2012 – 2020First Allied Advisory Services, Inc.Previously
- Aug 2011 – Jul 2012First Allied Securities, Inc.Previously
- Jun 2011 – Aug 2011New England SecuritiesPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Robert Egan. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2011, about 15 years. More experience than 59% of advisors in New York.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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