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RN

Robert T. Nyilas

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CRD#: 1030273
RN

Professional summary


Robert Tibor Nyilas was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Robert had worked at 7 firms, which includes LEBENTHAL FINANCIAL SERVICES INC., AGES FINANCIAL SERVICES LTD., SOURCE CAPITAL GROUP INC., GILFORD SECURITIES INCORPORATED, GRUNTAL & CO. L.L.C., JII SECURITIES INC., E. F. HUTTON & COMPANY INC.

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

December 4, 2020 - September 2, 2021

LEBENTHAL FINANCIAL SERVICES, INC.

BD
CRD#: 137988
JERICHO, NY
Past

February 7, 2017 - December 4, 2020

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Westport, CT
Past

August 28, 2015 - February 14, 2017

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

July 8, 1998 - September 23, 2015

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

October 1, 1985 - July 20, 1998

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 25, 1984 - October 1, 1985

JII SECURITIES INC.

BD
CRD#: 406
Past

February 10, 1982 - June 15, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 3/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LF
LEBENTHAL FINANCIAL SERVICES, INC.
BRISTOL FINANCIAL SERVICES, INC | LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988 / SEC#: , 8-67140

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
500 N. Broadway Suite 238, Jericho, NY 11753
Mailing Address
500 N. Broadway Suite 238, Jericho, NY 11753
Phone number
(516) 349-5555
Established
New York since 07/13/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HARTZMAN, MICHAEL AVERYPRESIDENT, EXECUTIVE REP., CHIEF COMPLIANCE OFFICER OF INVESTMENT ADVISORY, MUNICIPAL PRINCIPAL, OPTIONS PRINCIPAL2216133
TAVELLA, DOMINICKOWNER1069864
MASON, RANDI PATRICECHIEF COMPLIANCE OFFICER722302
SAKOL, DANIEL SCOTTFINOP2813237

Disclosures


Regulatory Event1

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


LEBENTHAL FINANCIAL SERVICES, INC.

CRD#: 137988

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