AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RH

Robert J. Hoehn

Some features on this profile are disabled
CRD#: 1101097
RH

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 John Hoehn JR, who also goes by Robert John Jr Hoehn, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 11 firms and has passed the Series 63, SIE, Series 16, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert John Jr Hoehn

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

April 20, 2015 - October 14, 2015

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
New York, NY
Past

August 25, 2008 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

March 19, 2007 - February 25, 2008

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
NEW YORK, NY
Past

January 9, 2006 - March 8, 2007

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
NEW YORK, NY
Past

July 10, 2002 - January 3, 2006

FULCRUM GLOBAL PARTNERS LLC

BD
CRD#: 104455
NEW YORK, NY
Past

May 21, 2001 - May 10, 2002

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

April 30, 2001 - May 23, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

March 6, 1998 - April 30, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

October 13, 1995 - January 2, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

February 10, 1992 - September 26, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 20, 1983 - August 27, 1991

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
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
Series 63
Date: 1/5/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 6/1/2000
NYSE Supervisory Analyst Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CRT CAPITAL GROUP LLC
CREDIT RESEARCH AND TRADING CORP. | STERNE AGEE CRT | CRT CAPITAL GROUP LLC | CREDIT RESEARCH AND TRADING LLC

CRD#: 28830 / SEC#: , 8-43940

BD
Terminated by SEC on 11/29/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/31/1993
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CRT GREENWICH LLCPARENT COMPANY
KALISH, GEOFFREY ORINBOARD CHAIRMAN OF PARENT COMPANY AND CCO
NIELSEN, JOHN DAVIDGENERAL COUNSEL5889411
TUITE, ROBERT KEVINCHIEF FINANCIAL OFFICER AND FINOP2862493

Disclosures


Regulatory Event13

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


CRT CAPITAL GROUP LLC

CRD#: 28830

TRUST BUT VERIFY

Monitor Robert Hoehn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics