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Robert Anthony Hart

AVM, L.P.
BOCA RATON, FL
·CRD# 1087745·31 years experience

Professional Summary

Robert Anthony Hart, who also goes by Robert A Yescavage Jr., Robert Anthony Yescavage Jr., is a registered financial advisor currently at AVM, L.P. located in Boca Raton, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 6 firms and has passed the SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert A Yescavage Jr., Robert Anthony Yescavage Jr.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

AVM, L.P.·CRD# 16710
BD
777 Yamato Road Suite 300, Boca Raton, FL 33431
April 20, 2004 - Present
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
July 14, 2003 - March 16, 2004
LEHMAN SPECIAL SECURITIES INC.·CRD# 7242
BD
November 9, 1988 - September 18, 1990
LEHMAN GOVERNMENT SECURITIES INC.·CRD# 19655
BD
November 9, 1988 - September 18, 1990
LEHMAN BROTHERS INC.·CRD# 7506
BD
May 14, 1988 - September 18, 1990
E. F. HUTTON & COMPANY INC·CRD# 235
BD
June 25, 1985 - May 14, 1988
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
February 24, 1983 - December 10, 1988

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Current Firm

AL
AVM, L.P.

ADAMS, VINER & MOSLER, LTD. | AVM, L.P. | ADAMS, VINER, & MOSLER, LTD.

CRD#: 16710 / SEC#: 8-35136
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

777 Yamato Road Suite 300, Boca Raton, FL 33431

Mailing Address

777 Yamato Road Suite 300, Boca Raton, FL 33431

Phone Number

(561) 544-4400

Established

Illinois since 09/30/1983

Firm Type

Partnership

Fiscal Year End

December

Firm Size

Small

FINRA licenses (8 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HSZ HOLDINGS, LLCLIMITED PARTNER—
LESTER N. COYLE REVOCABLE TRUSTLIMITED PARTNER—
PANTHERS INVESTMENT LIMITED PARTNERSHIPLIMITED PARTNER—
PELLEGRINO, CHRISTIAN MINASSIANLIMITED PARTNER6053985
PREST, JASONLIMITED PARTNER4475716
SARAOGI HOLDINGS, LLCLIMITED PARTNER—
WYLER, SCOTT LAWRENCECHIEF EXECUTIVE OFFICER2869488
WYLER, SCOTT LAWRENCELIMITED PARTNER2869488
ANUAR, YELENA NMNLIMITED PARTNER6253705
ANUAR, YELENA NMNCHIEF FINANCIAL OFFICER6253705
AVM ASSOCIATES LLCGENERAL PARTNER—
COYLE, LESTER NOELTRUSTEE OF THE LESTER N. COYLE REVOCABLE TRUST4727659
HANSEN, KAREN MARIEGENERAL COUNSEL5291197
HANSEN, KAREN MARIETRUSTEE OF THE KAREN M. HANSEN REVOCABLE TRUST5291197
OLOFSSON, THOMAS ROLFLIMITED PARTNER3244639
POLLARD, JOHN DAVID JRCHIEF COMPLIANCE OFFICER7884559
PRINTZ, ROBERT ANDREWPRESIDENT2348404
THE KAREN M. HANSEN REVOCABLE TRUSTLIMITED PARTNER—

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(4/20/2004)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Anthony Hart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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