Robert K. Leitner

FINANCIAL ADVISORY NETWORK

Scarsdale, NY

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CRD#: 1076387

Professional summary

Robert Keith Leitner is a registered financial advisor currently at FINANCIAL ADVISORY NETWORK located in Scarsdale, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Robert Keith Leitner's CRS (Customer Relationship Summary).

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

Current

October 29, 2021 - Present

FINANCIAL ADVISORY NETWORK

RIA

CRD#: 119987

Scarsdale, NY

Past

May 1, 1996 - January 29, 1997

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

March 10, 1994 - June 5, 1995

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

April 14, 1993 - February 8, 1994

HOWE BARNES HOEFER & ARNETT, INC.

CRD#: 2240

CHICAGO, IL

Past

November 5, 1991 - July 20, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 24, 1982 - October 31, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/15/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

Current Firm

FINANCIAL ADVISORY NETWORK

FINANCIAL ADVISORY NETWORK | LEITNER, ROBERT KEITH | FINANCIAL ADVISORY NETWORK, LLC

CRD#: 119987 / SEC#:

New York

Registered Investment Advisory firm - (8/27/1998 Approved)

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Contact information

Main Address

Scarsdale, NY

Mailing Address

Phone number

(914) 725-8790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Robert K. Leitner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Keith Leitner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ADVISORY NETWORK

OSAIC WEALTH, INC.

GLEACHER & COMPANY SECURITIES, INC.

HOWE BARNES HOEFER & ARNETT, INC.

LEHMAN BROTHERS INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/15/1983

Series 7

Date: 11/20/1982

Current Firm

FINANCIAL ADVISORY NETWORK

Contact information

Documents

Red Flags

Company Information

FINANCIAL ADVISORY NETWORK

TRUST BUT VERIFY

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