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RB

Roy A. Butta

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CRD#: 1016927
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roy Anthony Butta was a registered financial professional .

Roy is a previously registered financial professional and started their career in finance in 1981. Roy had worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 22, 2011 - October 29, 2018

STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS

BD
CRD#: 149326
NEW YORK, NY
Past

July 6, 2009 - July 30, 2009

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

March 24, 2009 - June 30, 2009

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

July 6, 1993 - December 5, 2008

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

October 22, 1991 - July 8, 1993

GLOBAL PARTNERS SECURITIES INC.

BD
CRD#: 19606
FORT LAUDERDALE, FL
Past

August 29, 1991 - October 29, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 19, 1988 - August 16, 1991

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

May 24, 1988 - July 26, 1988

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
Past

March 8, 1988 - June 13, 1988

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

October 27, 1986 - February 25, 1988

SWERGOLD, CHEFITZ & INCORPORATED

BD
CRD#: 13936
Past

April 23, 1986 - June 18, 1986

WALSH, GREENWOOD & CO.

BD
CRD#: 8068
Past

November 27, 1981 - March 10, 1986

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC | STRATEGAS SECURITIES LLC | STRATEGAS RESEARCH PARTNERS, LLC

CRD#: 149326 / SEC#: 801-116875, 8-68138

RIA
Registered Investment Advisory firm - SEC (6/28/2019 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SS
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC | STRATEGAS SECURITIES LLC | STRATEGAS RESEARCH PARTNERS, LLC

CRD#: 149326 / SEC#: 801-116875, 8-68138

RIA
Registered Investment Advisory firm - SEC (6/28/2019 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
52 Vanderbilt Avenue 19th Floor 19th Floor, New York, NY, 10017
Mailing Address
52 Vanderbilt Avenue 19th Floor, New York, NY, 10017
Phone number
(646) 292-7950
Established
New York since 12/06/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
47

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

STRATEGAS SECURITIES, LLC FORM ADV PART 2A BROCHURE (3/31/2025)

Direct owners and executive officers


NamePositionCRD#
BAIRD FINANCIAL CORPORATIONSHAREHOLDER
ANTHONY, DANNELL WAYNEFINOP, DIRECTOR OF FINANCE7038021
BOHNSACK, NICHOLAS GREGORYPRESIDENT / COO4571796
BOOTH, STEVEN GREGORYDIRECTOR2147388
GABAY, EILEEN MARGARETCHIEF OPERATING OFFICER5602349
LANGENFELD, JON ADIRECTOR4322120
LOGUE, SOFIACHIEF COMPLIANCE OFFICER6406784
RISSMILLER, DONALD JAMESVICE CHAIRMAN / PRINCIPAL5227351
TOTORO, MICHAEL ACHIEF TECHNOLOGY OFFICER1552053
TRENNERT, JASON RICHARDCHAIRMAN / CEO2079457

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS

CRD#: 149326

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