Robert James Clancy
Investment adviser representative at On Investment Management Co
25 yearsExperience
7 statesRegistered in
ChFC®Designation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- The O.N. Equity Sales CompanyOct 2005 to now
- On Investment Management CompanySep 2005 to now
- Clancy Financial Group, Inc.Dec 2001 to now
- Constellation Insurance CompanyAug 2001 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 7 states (AZ, FL, GA, MN, VA, WA, WI).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1779967
- Firm CRD
- 105662