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RS

Robert J. Setteducati

PAULSON INVESTMENT COMPANY LLC
New York, NY 10005
Some features on this profile are disabled
CRD#: 1352722
RS

Professional summary


Robert Joseph Setteducati, who also goes by Bob Setteducati, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC 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 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Setteducati

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 Robert Joseph Setteducati'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

January 25, 2013 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 40 Wall Street 39th Floor, New York, NY 10005
BD
CRD#: 5670
New York, NY
Past

October 13, 2008 - January 9, 2012

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

April 16, 2007 - October 13, 2008

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

March 24, 2006 - April 27, 2007

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
RED BANK, NJ
Past

June 29, 2005 - February 27, 2006

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

September 12, 2000 - June 16, 2005

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 9, 2000 - September 1, 2000

THE AGEAN GROUP, INC

BD
CRD#: 30835
BOCA RATON, FL
Past

April 23, 1985 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, 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
Arizona
(3/4/2013)
RR
California
(2/12/2013)
RR
Colorado
(8/16/2013)
RR
Connecticut
(5/4/2017)
RR
District of Columbia
(8/8/2019)
RR
Florida
(6/28/2013)
RR
Georgia
(6/25/2013)
RR
Illinois
(1/28/2013)
RR
Louisiana
(9/11/2013)
RR
Maine
(8/26/2025)
RR
Maryland
(4/15/2013)
RR
Michigan
(4/18/2013)
RR
Minnesota
(6/25/2013)
RR
Mississippi
(8/5/2019)
RR
Nevada
(3/9/2018)
RR
New Jersey
(2/1/2013)
RR
New Mexico
(11/18/2013)
RR
New York
(4/8/2013)
RR
North Carolina
(7/15/2019)
RR
Oklahoma
(3/11/2013)
RR
Oregon
(3/21/2013)
RR
Pennsylvania
(2/15/2013)
RR
South Carolina
(2/15/2013)
RR
South Dakota
(8/13/2013)
RR
Tennessee
(4/8/2022)
RR
Texas
(7/10/2014)
RR
Utah
(8/9/2013)
RR
Washington
(8/9/2013)
RR
Wyoming
(2/20/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/1987
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

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


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

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


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670New York, NY 10005

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