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 Sean Alimena
Certified Financial Planner
Feed of 09/15/2026
Also filed as Robert Sean Schroeder
At current firm
3 y
since Oct 6, 2022
In the industry
21 y
since Jun 23, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Procyon mixed wealth currentsince Oct 6, 2022 · Melville, Ny
- Beaumont Financial Partners LLC formerMay 20, 2015 to Oct 7, 2022 · Huntington Station, Ny
- Gerstein Fisher formerApr 30, 2014 to Apr 8, 2015 · New York, Ny
- Beaumont Financial Partners LLC formerApr 17, 2012 to Mar 21, 2014 · Wellesley Hills, Ma
- Usaa Financial Planning Services formerMar 14, 2011 to Mar 30, 2012 · Needham, Ma
- Money Concepts Advisory Service BD affiliatedAug 16, 2010 to Feb 24, 2011 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Beaumont Financial Partners LLC to Procyonleft Oct 7, 2022, registered Oct 6, 2022 (-1 days) · Other
- Gerstein Fisher to Beaumont Financial Partners LLCleft Apr 8, 2015, registered May 20, 2015 (42 days) · Other
- Beaumont Financial Partners LLC to Gerstein Fisherleft Mar 21, 2014, registered Apr 30, 2014 (40 days) · Other
- Usaa Financial Planning Services to Beaumont Financial Partners LLCleft Mar 30, 2012, registered Apr 17, 2012 (18 days) · Other
- Money Concepts Advisory Service to Usaa Financial Planning Servicesleft Feb 24, 2011, registered Mar 14, 2011 (18 days) · Other
Signals
- Robert Sean Alimena left Beaumont Financial Partners Llc for Procyon (registered 2022-10-06)Oct 7, 2022 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address