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Robert J. Virgilio

BLUE OCEAN ATS
WEST PALM BEACH, FL 33401
Some features on this profile are disabled
CRD#: 1464899
RV

Professional summary

Robert Joseph Virgilio, who also goes by Robert J VIrgilio, Robert Joseph Virgilio, Robert Virgilio, is a registered financial professional currently at BLUE OCEAN ATS located in West Palm Beach, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 11 firms and has passed the Series 99TO, Series 57TO, SIE, Series 10, Series 14, Series 9, Series 4, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert J Virgilio | Robert Joseph Virgilio | Robert Virgilio

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 Virgilio's 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 7, 2026 - Present

BLUE OCEAN ATS

Office #1: 515 N. Flagler Dr, Suite 350 515, West Palm Beach, FL 33401
BD
CRD#: 306512
WEST PALM BEACH, FL
Past

March 11, 2019 - September 30, 2025

INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC

BD
CRD#: 131487
NEW YORK, NY
Past

February 28, 2017 - October 29, 2018

KPMG CORPORATE FINANCE LLC

BD
CRD#: 103973
NEW YORK, NY
Past

July 11, 2005 - January 2, 2007

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
NEW YORK, NY
Past

December 13, 2001 - November 15, 2002

WESTMINSTER RESEARCH ASSOCIATES LLC

BD
CRD#: 14508
STAMFORD, CT
Past

January 6, 2000 - July 30, 2003

B-TRADE SERVICES LLC

BD
CRD#: 41262
NEW YORK, NY
Past

November 22, 1999 - March 12, 2015

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

July 1, 1998 - November 29, 1999

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

March 16, 1998 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

October 27, 1997 - January 20, 1998

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

October 3, 1994 - October 20, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

April 5, 1994 - September 13, 1994

NIKKO ALTERNATIVE ASSET MANAGEMENT, INC.

BD
CRD#: 824
NEW YORK, NY

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

General Industry/Product Exam
RR
Series 99TO
Date: 1/7/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 6/12/1998
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/12/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 10/2/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BO
BLUE OCEAN ATS
BLUE OCEAN ATS | BLUE OCEAN ATS, LLC

CRD#: 306512 / SEC#: , 8-70452

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

Main Address
515 N. Flagler Dr, Suite 350 515, West Palm Beach, FL 33401
Mailing Address
515 N. Flagler Dr, Suite 350 515, West Palm Beach, FL 33401
Phone number
(917) 533-5595
Established
Delaware since 10/31/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BLUE OCEAN TECHNOLOGIES, LLCMANAGING MEMBER
BEATON, DANIEL STEWARTREGISTERED FINANCIAL PRINCIPAL4240769
HYNDMAN, BRIAN KEITHPRESIDENT & CEO2281837
VIRGILIO, ROBERT JOSEPHCHIEF COMPLIANCE OFFICER1464899
WILLOCK, JOHN ANTONCHIEF REVENUE OFFICER8080737
WISHIK, EDWARDCHIEF FINANCIAL OFFICER2264777

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

BLUE OCEAN ATS

CRD#: 306512West Palm Beach, FL 33401

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