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RB

Rabindra N. Bhattacharya

WESTROCK CAPITAL MANAGEMENT
Chestnut Ridge, NY 10977
Some features on this profile are disabled
CRD#: 1282685
RB

Professional summary


Rabindra Nath Bhattacharya, who also goes by Robin Nath Bhattacharya, is a registered financial professional currently at WESTROCK CAPITAL MANAGEMENT, INC. located in Chestnut Ridge, New York.

Rabindra is registered as a RR (Registered Representative) and started their career in finance in 1986. Rabindra has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robin Nath Bhattacharya

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) - BD


Click below to view Rabindra Nath Bhattacharya's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 1, 1998 - Present

WESTROCK CAPITAL MANAGEMENT, INC.

Office #1: 754 Chestnut Ridge Road, Chestnut Ridge, NY 10977
BD
CRD#: 43871
Chestnut Ridge, NY
Past

December 18, 1995 - January 4, 1999

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

September 15, 1989 - December 6, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 26, 1986 - May 31, 1988

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
Past

December 26, 1986 - September 15, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/23/2023)
RR
New Jersey
(1/6/1999)
RR
New York
(9/4/1998)
RR
North Carolina
(7/23/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/22/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WESTROCK CAPITAL MANAGEMENT, INC.
WESTROCK CAPITAL MANAGEMENT, INC.

CRD#: 43871 / SEC#: , 8-50450

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
754 Chestnut Ridge Rd., Chestnut Ridge, NY 10977
Mailing Address
754 Chestnut Ridge Rd., Chestnut Ridge, NY 10977
Phone number
(845) 371-8800
Established
New York since 07/01/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BHATTACHARYA, PARBATICROP/SROP/CCO/CHIEF COMPLIANCE OFFICER/FINOP/PRESIDENT2944116
BHATTACHARYA, RABINDRA NATHMANAGING DIRECTOR1282685

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


WESTROCK CAPITAL MANAGEMENT, INC.

CRD#: 43871Chestnut Ridge, NY 10977

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