RM
RM

Robert Raymond Mcisaac

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K
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Location

4722 Main Street, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is the sole shareholder of McIsaac Financial & Insurance Services, Inc. since 1984, dedicating nearly full-time hours to the business.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
May 2024 - Present · 1 yr 9 mos
American Trust Investment Services, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Crown Capital Securities, L.P.
January 2019 - May 2024 · 5 yrs 4 mos
Crown Capital Securities, L.P.Broker
January 2003 - May 2024 · 21 yrs 4 mos
American General Securities IncorporatedBroker
February 1990 - December 2002 · 12 yrs 10 mos
California-Western States Life Insurance CompanyBroker
May 1984 - April 1985 · 11 mos
State Registrations10 states
AZCACOHIMTNJNYORPAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.