Robert B. Reed
Professional summary
Robert Bruce Reed, who also goes by Bruce Reed, is a registered financial professional currently at HEROLD & LANTERN INVESTMENTS, INC. located in Melville, New York.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 10, Series 9, Series 4 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Bruce Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2004 - Present
HEROLD & LANTERN INVESTMENTS, INC.
Office #1: 35 Pinelawn Road Suite 101e, Melville, NY 11747November 28, 1989 - August 2, 2004
TRADEX BROKERAGE SERVICE, INC.
August 15, 1986 - April 3, 1989
ROTAN MOSLE INC.
November 21, 1984 - September 16, 1986
BA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/18/2018)
(6/10/2025)
(1/14/2010)
(1/14/2010)
(1/4/2010)
(1/14/2010)
(1/2/2025)
(1/14/2010)
(1/14/2010)
(10/23/2025)
(1/14/2010)
(2/14/2011)
(12/16/2009)
(10/25/2010)
(2/10/2011)
(2/14/2011)
(8/2/2004)
(2/19/2016)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 8
Date: 1/12/1988
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
HEROLD & LANTERN INVESTMENTS, INC.
CRD#: 30996 / SEC#: , 8-45285
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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