Robert M. Shreve
Professional summary
Robert Michael Shreve, who also goes by Bob Shreve, is a registered financial advisor currently at KAIROS LLC located in Orange, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Shreve's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2002 - Present
KAIROS LLC
May 24, 1996 - December 31, 1997
NATHAN & LEWIS SECURITIES, INC.
March 29, 1993 - May 9, 1996
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
January 17, 1992 - April 14, 1993
COMPASS INVESTMENTS CORPORATION
February 15, 1990 - December 31, 1990
NEW ENGLAND SECURITIES
February 25, 1988 - March 15, 1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
February 25, 1988 - March 15, 1989
MONY SECURITIES CORPORATION
February 19, 1986 - February 4, 1988
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2002)
Exams
Current Firm
KAIROS LLC
CRD#: 122306 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 943,658 |
Red Flags
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