DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Jay Anderson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bob J Anderson
At current firm
0 y
since Nov 24, 2025
In the industry
31 y
since Feb 28, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Pointe Advisors, LLC independent RIA currentsince Nov 24, 2025 · Newport Beach, Ca
- Voyager Capital Management, LLC formerMay 12, 2003 to Dec 31, 2025 · Lake Geneva, Wi
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedMar 31, 2003 to Sep 16, 2003 · Huntley, Il
- Continental Capital Investment Services, Inc. unclassifiedOct 31, 2002 to Mar 31, 2003 · Huntley, Il
- The Index Advantage, Inc. unclassifiedJul 12, 1999 to Aug 20, 2003 · Huntley, Il
Moves
a registration end followed by a registration begin elsewhere
- Voyager Capital Management, LLC to Beacon Pointe Advisors, LLCleft Dec 31, 2025, registered Nov 24, 2025 (-37 days) · RIA to RIA · moved with a team
- Berthel Fisher & Company Financial Services, Inc. to Voyager Capital Management, LLCleft Sep 16, 2003, registered May 12, 2003 (-127 days) · Other
- The Index Advantage, Inc. to Continental Capital Investment Services, Inc.left Aug 20, 2003, registered Oct 31, 2002 (-293 days) · Other
- Continental Capital Investment Services, Inc. to Berthel Fisher & Company Financial Services, Inc.left Mar 31, 2003, registered Mar 31, 2003 (0 days) · Other
Signals
- Robert Jay Anderson left Voyager Capital Management, Llc for Beacon Pointe Advisors, Llc (registered 2025-11-24)Dec 31, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address