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RM

Robert S. Macphee

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CRD#: 1335737
RM

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 Scott Macphee was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 11, 2016 - December 13, 2019

TRITOWER REAL ESTATE CAPITAL, LLC

BD
CRD#: 281740
BOSTON, MA
Past

October 19, 2012 - April 4, 2016

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Boston, MA
Past

January 23, 2012 - October 2, 2012

HUNTWICKE SECURITIES, LLC

BD
CRD#: 146993
BURLINGTON, MA
Past

February 25, 1997 - December 20, 2011

FSP INVESTMENTS LLC

BD
CRD#: 42191
WAKEFIELD, MA
Past

May 25, 1993 - December 31, 1996

BOSTON FINANCIAL SECURITIES, INC.

BD
CRD#: 6697
BOSTON, MA
Past

January 29, 1985 - May 4, 1993

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
BOSTON, MA

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
IAR
Series 65
Date: 7/27/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TR
TRITOWER REAL ESTATE CAPITAL, LLC
TRITOWER REAL ESTATE CAPITAL, LLC

CRD#: 281740 / SEC#: , 8-69683

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


Main Address
60 State Street, Suite 2250, Boston, MA 02109
Mailing Address
60 State Street, Suite 2250, Boston, MA 02109
Phone number
(781) 222-5900
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
TFG BD HOLDCO, LLCSOLE MEMBER
CLIFFORD, LISA SCHLOSSERCCO1745774
GORMAN, PATRICK MICHAEL JRCEO, DIRECTOR3031145
SHAW, ANTHONYCFO/FINOP7338445

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


TRITOWER REAL ESTATE CAPITAL, LLC

CRD#: 281740

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