Robert Jarrett Lilien
Professional Summary
Robert Jarrett Lilien, who also goes by Jarrett Lilien, Robert Jarrett Lilien, is a registered financial advisor currently at WISDOMTREE SECURITIES, INC. located in New York, New York. Robert is registered as a RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 12 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jarrett Lilien, Robert Jarrett Lilien
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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
41 years in the financial services industry
Current & Past Employments
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Current Firm
WISDOMTREE SECURITIES, INC.
Contact Information
Main Address
250 West 34th Street 3rd Floor, New York, NY 10119Mailing Address
250 West 34th Street 3rd Floor, New York, NY 10119Phone Number
(212) 801-2080Established
Delaware since 10/14/2021Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(10/1/2025)
(6/12/2025)
(6/11/2025)
(10/1/2025)
(5/16/2025)
(6/9/2025)
(6/11/2025)
(6/7/2025)
(7/2/2025)
(8/14/2025)
(5/19/2025)
(9/24/2025)
(5/30/2025)
(10/9/2025)
(7/14/2025)
(5/23/2025)
(5/21/2025)
(6/2/2025)
(6/5/2025)
(5/22/2025)
(7/1/2025)
(8/12/2025)
(6/2/2025)
(7/7/2025)
(5/22/2025)
(8/5/2025)
(7/16/2025)
(6/16/2025)
(5/21/2025)
(6/18/2025)
(6/27/2025)
(6/9/2025)
(11/6/2022)
(5/22/2025)
(8/15/2025)
(6/17/2025)
(5/22/2025)
(7/15/2025)
(5/22/2025)
(5/22/2025)
(5/27/2025)
(6/12/2025)
(5/20/2025)
(7/8/2025)
(5/21/2025)
(6/9/2025)
(6/2/2025)
(6/12/2025)
(6/16/2025)
(6/11/2025)
(6/10/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Jarrett Lilien's CRS (Customer Relationship Summary).
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