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Robert George Dunbar

DUNBAR ASSOCIATES, LLC·MONROE, Connecticut
SIE, Series 6, Series 63, Series 653 years registeredDUNBAR ASSOCIATES, LLC
71 TURKEY ROOST ROAD, MONROE, CT 06468CRD# 5663056Firm CRD# 323134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert George Dunbar · MONROE, CT
Registration
CRD #5663056 · DUNBAR ASSOCIATES, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

DUNBAR ASSOCIATES, LLC
Feb 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · February 16, 2023
Years registered · 3
03

Disclosure History

2020Customer Dispute·Settled
2019Regulatory·Final
2017Regulatory·Final
2014Regulatory·Final
2001Criminal·Final Disposition

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
DUNBAR ASSOCIATES, LLC
CRD 323134 · SEC 801-126791
AUM
$213M
Regulatory assets under management
Employees
3
452 client accounts
Services offered by DUNBAR ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DUNBAR ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Robert George Dunbar offer?
Robert George Dunbar specializes in Financial Planning, Investment Management. Contact their office in MONROE, Connecticut for a consultation.
What are Robert George Dunbar's credentials?
Robert George Dunbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert George Dunbar located?
Robert George Dunbar is based in MONROE, Connecticut, working with DUNBAR ASSOCIATES, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.
How does Robert George Dunbar charge for services?
Robert George Dunbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNBAR ASSOCIATES, LLC?
DUNBAR ASSOCIATES, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DUNBAR ASSOCIATES, LLC

Keith Christian Cuomo
MONROE, CT
Michele Kristine Dunbar
MONROE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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