Robert Hanlon III
Advisor at Corient
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert Hanlon III is a CFA® charterholder with four years of industry experience. He is currently with Corient, where he has worked since 2022. His prior experience includes roles at Dowling & Yanhke, LLC and FS Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a team-based investment model focused on customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.
Client services
Based on Corient
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Based on Corient
Private / alternative investments
ESG / Sustainable investing
Wealth management
Fee options
Flat fees may be charged based on criteria such as anticipated earnings, assets managed, or for financial planning and consulting
Available for financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million depending on strategy Minimum fee: Retirement plan services minimum quarterly fee of $5,000 Fee-only: Financial planning and consulting services offered for a fixed fee or hourly rate as agreed upon
Location
12265 El Camino Real, Suite 300
San Diego, CA 92130
Most active in
Robert H has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Corient Services LLC
2023 - Present (3 years)
CIPW Service Company, LLC
2023 - 2023 (1 year)
Corient
2022 - Present (4 years)
Dowling & Yanhke, LLC
2020 - 2023 (3 years)
FS Investments
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Brian C
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Clair L
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
John M
Series 65
Poway, CA
Engineering Financial Independence, Inc.
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