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RD

Robert A. Doto

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CRD#: 1100233
RD

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.

Robert Anthony Doto was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 15, Series 5, Series 7 and Series 24 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 20, 2018 - April 12, 2018

HB SECURITIES, LLC

BD
CRD#: 140356
New York, NY
Past

October 9, 2015 - September 22, 2016

GATES CAPITAL CORPORATION

BD
CRD#: 29582
NEW YORK, NY
Past

May 18, 2010 - November 6, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 2, 2008 - August 18, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
NEW YORK, NY
Past

May 1, 2008 - August 18, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
NEW YORK, NY
Past

December 21, 2007 - May 1, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
NEW YORK, NY
Past

September 7, 2007 - May 1, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
NEW YORK, NY
Past

February 15, 2006 - May 1, 2008

UST SECURITIES CORP.

BD
CRD#: 13906
NEW YORK, NY
Past

January 5, 2005 - December 7, 2005

MANORHAVEN CAPITAL LLC

BD
CRD#: 44965
NEW YORK, NY
Past

June 19, 2003 - December 31, 2004

ELYSTAN PARTNERS LLC

RIA
CRD#: 127308
GREENWICH, CT
Past

May 22, 1998 - May 29, 2002

MANORHAVEN CAPITAL LLC

BD
CRD#: 44965
NEW YORK, NY
Past

September 2, 1997 - May 26, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

November 16, 1992 - September 2, 1997

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

February 24, 1992 - November 19, 1992

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

February 10, 1992 - November 24, 1992

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

June 25, 1991 - October 7, 1991

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

May 10, 1991 - October 7, 1991

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

May 24, 1990 - January 7, 1991

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

April 19, 1983 - May 8, 1990

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

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
IAR
Series 66
Date: 11/29/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/9/1983
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 5/6/1983
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HS
HB SECURITIES, LLC
HB SECURITIES, LLC | NMS FINANCIAL SERVICES, LLC | NMS CAPITAL ADVISORS, LLC. | MITRE GROUP LLC | J&C GLOBAL SECURITIES LLC

CRD#: 140356 / SEC#: , 8-67307

BD
Terminated by SEC on 02/15/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 01/17/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
J&C GLOBAL HOLDINGS, INC.HOLDING COMPANY
NMS FIN HOLDINGS LLCOWNER
DE LUZ, MICHAEL KCEO/CCO2526894
DOOLEY, BRADFORD RFINOP4308078

Disclosures


Regulatory Event2

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


HB SECURITIES, LLC

CRD#: 140356

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