Robert Stedman Pearce
Investment adviser representative at Conning, Inc.
21 yearsExperience
1 stateRegistered in
$106.9BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Pearlmark Real EstateMar 2023 to now
- Goodwin Capital Advisers, Inc.Dec 2011 to now
- Conning, Inc.Nov 2009 to now
- Conning Asset Management Co.Nov 2005 to now
- Conning Research & Consulting, Inc.Nov 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
Conning, Inc.
$106.9BAssets managed
161Clients
1Advisers
43 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
- 1991468
- Firm CRD
- 107423