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RS

Robert F. Stearns

LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Locust Valley, NY 11560
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CRD#: 1393236
RS

Professional summary


Robert Frederick Stearns is a registered financial professional currently at LONGSHIP ALTERNATIVE ASSET MANAGEMENT located in Locust Valley, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 7, Series 3, Series 14 and Series 24 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) - BD


Click below to view Robert Frederick Stearns'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

October 7, 2003 - Present

LONGSHIP ALTERNATIVE ASSET MANAGEMENT

Office #1: 43 Oyster Bay Road, Locust Valley, NY 11560
BD
CRD#: 126798
Locust Valley, NY
Past

May 19, 2008 - March 20, 2009

HEDGE HARBOR INC.

BD
CRD#: 44324
NEW YORK, NY
Past

January 1, 2002 - September 12, 2003

KENMAR SECURITIES, L.P.

BD
CRD#: 29375
NEW YORK, 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
California
(10/27/2010)
RR
Connecticut
(1/3/2012)
RR
Massachusetts
(10/26/2010)
RR
New York
(10/7/2003)

Exams


State Security Law Exam
RR
Series 63
Date: 5/31/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


LA
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
LONGSHIP ALTERNATIVE ASSET MANAGEMENT

CRD#: 126798 / SEC#: , 8-65914

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


Main Address
43 Oyster Bay Road, Locust Valley, NY 11560
Mailing Address
43 Oyster Bay Road, Locust Valley, NY 11560
Phone number
(516) 944-3166
Established
Delaware since 10/02/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
STEARNS, ROBERT FREDERICKPRINCIPAL & OWNER, CHIEF COMPLIANCE OFFICER
BARIS, CONSTANTINE WILLIAMCFO & FINANCIAL OPTIONS PRINCIPAL4533144

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


LONGSHIP ALTERNATIVE ASSET MANAGEMENT

CRD#: 126798Locust Valley, NY 11560

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