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Robert Cameron Leverich

CRD# 1199745·Registered 1983 - 2014
Previously Registered: Being a previously registered professional could mean that Robert 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.

Professional Summary

Robert Cameron Leverich, who also goes by Robert Cameron Leverich Jr, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1983 - 2014. Robert had worked at 5 firms and has passed the Series 63, Series 55, Series 3, Series 7, Series 53, Series 4, Series 10, Series 9 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Cameron Leverich Jr

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

43 years in the financial services industry

Current & Past Employments

BROWN BROTHERS HARRIMAN & CO.·CRD# 104487
BD
New York, NY
November 24, 2008 - July 16, 2014
SWISS AMERICAN SECURITIES INC.·CRD# 7973
BD
New York, NY
October 29, 2008 - October 31, 2008
SWISS AMERICAN SECURITIES INC.·CRD# 7973
BD
New York, NY
September 13, 1991 - October 17, 2008
ABEL/NOSER CORP.·CRD# 7537
BD
New York, NY
April 13, 1989 - January 20, 1990
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
March 27, 1984 - April 12, 1989
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
October 19, 1983 - December 19, 1983

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Current Firm

BB
BROWN BROTHERS HARRIMAN & CO.

BROWN BROTHERS HARRIMAN & CO.

CRD#: 104487
BD
Terminated by FINRA on 06/30/2017

Contact Information

Established

Pennsylvania since 10/10/1818

Firm Type

Partnership

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
BODMAN, TAYLOR STOCKWELLPARTNER2589796
DONAHUE, DOUGLAS AIDAN JR.PARTNER2074744
KLOTZ, RADFORD WERNERPARTNER2615201
LIVINGSTON, SUSAN CLARKPARTNER2831394
SCHOENFELD, JEFFREY ALANPARTNER2490214
WITMER, RICHARD HOWELL JR.PARTNER1900002
BERK, THOMAS ERICPARTNER4906624
BERRIS, BRIAN ADAMSPARTNER2530603
BORLAND, JOHN JAYPARTNER2171439
COOK, GEOFFREY MACKENZIEPARTNER4599503
CREPIN, JEAN MARCPARTNER6442317
GALINDO, DARIOPARTNER2789910
GEORGE, KATHRYN CAROLYNPARTNER4308333
HAM, RICHARD DAVIDFINANCIAL OPERATIONS PRINCIPAL5515226
HARTCH, TIMOTHY EWINGPARTNER2941759
HASHIMOTO, KYOSUKEPARTNER4308983
HUTSON, JOSHUA EYARECHIEF COMPLIANCE OFFICER2912952
IZARD, CHARLES OWENPARTNER1131624
KELLER, MICHAEL ROBERTPARTNER4053994
LONG, THOMAS MICHAELPARTNER2596442
LYNCH, HAMPTON SIMPSON JR.PARTNER2794116
MCCONNELL, MICHAEL WALLACEPARTNER1551375
MESKIN, JEFFREY BRYANPARTNER2855280
NAGAHISA, YUKINORIPARTNER1921275
NIELSEN, JOHN ANDREWPARTNER2578064
PAIRCEIR, SEANPARTNER5775877
PAQUIN, JEAN-PIERREPARTNER4622088
REMONDI, CHRISTOPHER CHARLESPARTNER4308313
ROBERTSON, ABRAM HEATON IIIPARTNER2593686
ROSENSWEIG, WILLIAM E.PARTNER6019312
STONE, KEVIN WPARTNER2395249
SULLIVAN, WILLIAM CARTER IIIPARTNER2641535
TUCKER, ANDREW JAMES FRANCISPARTNER2588190
TYREE, WILLIAM BROPHYPARTNER2743965
VELEZ, MAROA DEL CARMENPARTNER5469051
WHELAN, WILLIAM JOSEPH JR.PARTNER2588916

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.
This advisor is not registered in any state.

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1983About the Series 63 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Feb 1999

Series 3 — National Commodity Futures Examination

Passed Sep 1992About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 1983About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jul 2002About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Jul 2002About the Series 4 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed May 2002About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2002About the Series 9 exam

Series 24 — General Securities Principal Examination

Passed Mar 2002About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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