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RG

Richard Garber

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CRD#: 1059739
RG

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.

Richard Garber, who also goes by Richard Alan Garber, Rick Garber, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 12 firms and has passed the Series 7TO, SIE, Series 52, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Alan Garber | Rick Garber

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

July 29, 2019 - December 31, 2022

VISION FINANCIAL MARKETS LLC

BD
CRD#: 142271
STAMFORD, CT
Past

August 8, 2013 - July 13, 2016

ADIRONDACK TRADING GROUP LLC

BD
CRD#: 103910
NEW WOODSTOCK, NY
Past

March 23, 2004 - July 13, 2016

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
NEW WOODSTOCK, NY
Past

March 18, 2003 - October 6, 2015

CLAYTON LOWELL, & CONGER INC

BD
CRD#: 44343
NEW WOODSTOCK, NY
Past

July 15, 1991 - September 12, 1991

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

August 17, 1990 - July 2, 1991

FLAGSHIP SECURITIES, INC.

BD
CRD#: 7123
SYRACUSE, NY
Past

November 20, 1989 - April 4, 1990

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

March 2, 1988 - May 20, 1989

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

January 22, 1986 - March 8, 1988

BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS

BD
CRD#: 7303
Past

September 9, 1985 - January 24, 1986

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
Past

October 10, 1983 - September 27, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 10, 1982 - October 24, 1983

ADVEST, INC.

BD
CRD#: 10

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


General Industry/Product Exam
RR
Series 7TO
Date: 7/29/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1990
General Securities Principal Examination

Current Firm


VF
VISION FINANCIAL MARKETS LLC
HR TRADER | VISION LIMITED PARTNERSHIP | VISION FINANCIAL MARKETS LLC

CRD#: 142271 / SEC#: , 8-67447

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


Main Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Mailing Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Phone number
(203) 388-2700
Established
Delaware since 05/15/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
ROTHMAN, HOWARD MARTINPRESIDENT, CFO, CEO, FINOP, PRINCIPAL FINANCIAL OFFICER1098190
ROTHMAN, MICHAEL DAVIDGENERAL MANAGER6682487
FELAG, JOHN CHRISTOPHERCHIEF RISK OFFICER1874602
HERRITT, JOSHUA DAVIDVP ADMINISTRATION, MUNICIPAL BOND PRINCIPAL, AND ROSFP6205459
KARAFA, JOHN MICHAELCHIEF COMPLIANCE OFFICER, AMLCO, AND ROSFP2927594
MARTINEZ, ANAVICE PRESIDENT OPERATIONS, PRINCIPAL OPERATIONS OFFICER5288054

Disclosures


Regulatory Event32

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


VISION FINANCIAL MARKETS LLC

CRD#: 142271

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