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Robert C. Acri

Some features on this profile are disabled
CRD#: 1429736
RA

Professional summary

Robert Christian Acri was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial advisor and started their career in finance in 1985. Prior to being barred, Robert had worked at 12 firms, which includes WORLD EQUITY GROUP INC., SYNERGISTIC GROUP LLC, SPYGLASS SECURITIES LLC, SPYGLASS ADVISORS LLC, CHICAGO INVESTMENT GROUP LLC, COMPASS FINANCIAL ADVISORS LLC, ADVANCED EQUITIES INC., KENILWORTH ASSET MANAGEMENT LLC, WOLF FINANCIAL MANAGEMENT LLC, OAK BROOK SECURITIES CORP., INVESCO CAPITAL MARKETS INC., STANFORD SECURITIES INCORPORATED.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 26, 2012 - June 10, 2013

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
ARLINGTON HEIGHTS, IL
Past

June 26, 2012 - June 10, 2013

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
ARLINGTON HEIGHTS, IL
Past

November 9, 2011 - August 19, 2014

SYNERGISTIC GROUP LLC

RIA
CRD#: 158699
FRANKFORT, IL
Past

June 25, 2010 - June 6, 2011

SPYGLASS SECURITIES, LLC

BD
CRD#: 149881
KENILWORTH, IL
Past

April 21, 2010 - June 6, 2011

SPYGLASS ADVISORS, LLC

RIA
CRD#: 153103
CHICAGO, IL
Past

December 22, 2007 - April 6, 2009

CHICAGO INVESTMENT GROUP, LLC

RIA
CRD#: 11853
CHICAGO, IL
Past

December 22, 2007 - April 6, 2009

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

April 25, 2007 - April 2, 2008

COMPASS FINANCIAL ADVISORS LLC

RIA
CRD#: 109131
KENILWORTH, IL
Past

March 7, 2007 - May 11, 2007

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

June 7, 2002 - December 31, 2002

KENILWORTH ASSET MANAGEMENT, LLC

RIA
CRD#: 123980
KENILWORTH, IL
Past

July 12, 2001 - June 2, 2006

WOLF FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 44225
KENILWORTH, IL
Past

August 8, 2000 - June 2, 2006

WOLF FINANCIAL MANAGEMENT, LLC

BD
CRD#: 44225
KENILWORTH, IL
Past

June 7, 2000 - December 5, 2012

KENILWORTH ASSET MANAGEMENT, LLC

RIA
CRD#: 123980
KENILWORTH, IL
Past

June 2, 1998 - August 25, 1999

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL
Past

April 6, 1992 - May 22, 1996

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

June 27, 1988 - December 14, 1992

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL
Past

November 20, 1985 - November 20, 1987

STANFORD SECURITIES INCORPORATED

BD
CRD#: 14940

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/29/1986
General Securities Principal Examination

Current Firm

WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
170

SEC notice filing (51 States and Territories)

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

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 / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD EQUITY GROUP ADV PART II A (12/23/2025)
ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)
REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management

Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures

Regulatory Event12

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

WORLD EQUITY GROUP, INC.

CRD#: 29087

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