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RB

Robert M. Babcock

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CRD#: 11151
RB

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 Mackey Babcock SR, who also goes by Robert Mackey Babcock, Bob Babock, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1968. Robert had worked at 13 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Mackey Babcock | Bob Babock

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

January 3, 2013 - December 31, 2020

SUNSTREET SECURITIES, LLC

BD
CRD#: 143211
AVONDALE, AZ
Past

December 11, 2007 - December 31, 2012

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
SCOTTSDALE, AZ
Past

October 9, 2003 - December 14, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
SCOTTSDALE, AZ
Past

June 28, 2002 - September 9, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 28, 2002 - September 9, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

August 6, 1992 - April 22, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

October 18, 1986 - July 31, 1992

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

August 16, 1978 - October 28, 1986

GENERAL AMERICAN LIFE INSURANCE COMPANY

BD
CRD#: 3963
Past

August 23, 1973 - December 23, 1986

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
Past

March 5, 1971 - November 17, 1973

ITT FAMILY SECURITY SALES CORPORATION

BD
CRD#: 5487
Past

November 25, 1970 - July 28, 1972

HOPPER SECURITIES-VERMONT

BD
CRD#: 4709
Past

October 27, 1969 - May 17, 1976

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

April 1, 1968 - May 17, 1976

ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 43

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: 11/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/4/1968
Registered Representative Examination

Current Firm


SS
SUNSTREET SECURITIES, LLC
SUNSTREET SECURITIES, LLC

CRD#: 143211 / SEC#: , 8-67541

Delaware
Registered Investment Advisory firm - SEC (12/31/2016 Terminated)
Nevada
Registered Investment Advisory firm - SEC (11/20/2007 Approved)
New Jersey
Registered Investment Advisory firm - SEC (8/23/2018 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/4/2018 Conditional Restricted)
Washington
Registered Investment Advisory firm - SEC (12/31/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
10320 W. Mcdowell Rd Bldg F, Suite 6018, Avondale, AZ 85392
Mailing Address
10320 W. Mcdowell Rd Bldg F, Suite 6018, Avondale, AZ 85392
Phone number
(800) 823-1822
Established
Arizona since 01/04/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
19

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HADDAD, MUNIB SAIDCEO/CCO/CFO/FINOP/ROSFP/MANAGING MEMBER2610231

Regulatory assets under management


Total Number of Accounts48
AUM (Assets Under Management)$ 5,900,000

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


SUNSTREET SECURITIES, LLC

CRD#: 143211

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