Investment adviser representative · Mycio Wealth Partners, LLC

Rob Roy McLallen IV

CRD 7174478 · Philadelphia, PA

At a glance

Rob Roy McLallen IV is an investment adviser representative with Mycio Wealth Partners, LLC in Philadelphia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rob Roy’s SEC record dates to 2020, about 6 years ago.

Current advisory firm

Mycio Wealth Partners, LLCSince January 2020Philadelphia, PA · $16B in regulatory assets

SEC adviser record

Registered since: 2020 (6 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Rob’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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