Unclaimed Profile

Robert Gregg Mcvicker

OAK RIDGE INVESTMENTS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 8, Series 63, Series 65Clean record24 years registeredOAK RIDGE INVESTMENTS, LLC

10 SOUTH LASALLE STREET, CHICAGO, IL 60603-1020CRD# 2026000Firm CRD# 107066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Gregg Mcvicker · CHICAGO, IL

Registration

CRD #2026000 · OAK RIDGE INVESTMENTS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

OAK RIDGE INVESTMENTS, LLC

Jul 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK RIDGE INVESTMENTS, LLC

CRD 107066 · SEC 801-35529

AUM

$900M

Regulatory assets under management

Employees

1,667 client accounts

Services offered by OAK RIDGE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OAK RIDGE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Gregg Mcvicker offer?

Robert Gregg Mcvicker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Robert Gregg Mcvicker's credentials?

Robert Gregg Mcvicker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Gregg Mcvicker located?

Robert Gregg Mcvicker is based in CHICAGO, Illinois, working with OAK RIDGE INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Robert Gregg Mcvicker charge for services?

Robert Gregg Mcvicker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK RIDGE INVESTMENTS, LLC?

OAK RIDGE INVESTMENTS, LLC has approximately 11 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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