Robert L. Langsam
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 Leonard Langsam was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2019 - November 24, 2021
LAGOS WEALTH ADVISORS
October 28, 2010 - March 31, 2011
B.B. GRAHAM & COMPANY, INC.
September 1, 2006 - January 20, 2009
B.B. GRAHAM & COMPANY, INC.
July 11, 2005 - November 29, 2005
DIVERSIFIED FINANCIAL MANAGEMENT, INC.
August 5, 2003 - September 5, 2006
NATIONS FINANCIAL GROUP, INC.
July 16, 2003 - August 7, 2021
PRIVATE EQUITY INVESTMENTS, INC.
August 16, 2002 - August 27, 2003
CAPITAL ASSET GROUP, INC
June 18, 2002 - August 27, 2003
CHANNEL POINT PARTNERS
March 13, 2002 - June 24, 2002
OSAIC WEALTH, INC.
August 23, 1995 - March 13, 2002
PIM FINANCIAL SERVICES, INC.
December 5, 1991 - August 24, 1995
NORTH RIDGE SECURITIES CORP.
September 1, 1988 - December 31, 1991
EQUITY SERVICES, INC.
March 5, 1987 - July 1, 1988
WS GRIFFITH SECURITIES, INC.
February 21, 1985 - November 17, 1986
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
LAGOS WEALTH ADVISORS
CRD#: 117551 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 60,630,120 |
Red Flags
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