Robert John Geary

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1985 → Present
  Rmdr Advisors, Inc. (F/K/A Geary Investment Advisory Service)
  San Antonio, TX
• 05/2026 → Present
  Regal Investment Advisors
  Kentwood, MI

Previous Registrations

• 1993-06-13 → 2007-12-31
  Rte Asset Management
  Houston, TX

Other Businesses

Business Name: Regal Investment Advisors - Investment Related: Yes – Address: 5 Corby Ln San Antonio, TX 78218 - Nature of Business: Insurance - Title or Relationship: Insurance Agent - Start Date: - Hours per month: - Hours per month during trading hours: - Duties: Provide insurance services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-22

Other Names

• Bob Geary
• Robert J Geary