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Rudman Cannon Financial Advisors
New York, NY

Robert Cannon

AIF®
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Meet Robert

Robert Cannon is the co-founder of Rudman Cannon Financial Advisors Inc. Robert has advised and serviced affluent clients, businesses, and hedge funds across the United States for two decades in the financial services industry. As a managing partner of Rudman Cannon Financial Advisors Inc, Robert guides clients through a distinctive wealth management and investment consulting process designed specifically for financially successful individuals and families.

Specifically, his role includes identifying the…

Robert Cannon is the co-founder of Rudman Cannon Financial Advisors Inc. Robert has advised and serviced affluent clients, businesses, and hedge funds across the United States for two decades in the financial services industry. As a managing partner of Rudman Cannon Financial Advisors Inc, Robert guides clients through a distinctive wealth management and investment consulting process designed specifically for financially successful individuals and families.

Specifically, his role includes identifying the values, goals, and dreams of his clients, creating a financial road map through utilizing advanced investment planning software and his 20 years experience, implementing and then managing his client’s investable wealth.

He is viewed as a Chief Financial Officer to his clients and implements an advisory team approach to provide superior advice. Prior to co-founding Rudman Cannon Financial Advisors Inc, Robert spent the past several years with various brokerage houses and proprietary trading firms.

Robert received a Certificate in Financial Management from Cornell University. He also holds his series 7 The General Securities Representative Examination. Series 63 The Uniform Securities Agent State Law Examination. The series 66 Uniform Combined Registered Investment Adviser. The series 55 Equity Trader Examination. New York Life Accident and Health Insurance license.


Services offered

Investment Management

Experience with

Medical professionals
Entrepreneurs

Fee structure

Based on % of assets

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Other post-graduate
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