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Robert E Lino

OSCAR GRUSS & SON
NEW YORK, NY
·CRD# 1504836·40 years experience

Professional Summary

Robert E Lino, who also goes by Rob Lino, is a registered financial advisor currently at OSCAR GRUSS & SON INCORPORATED located in New York, New York. Robert is registered as a RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 11 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 9, Series 10, Series 8, Series 24, Series 4 and Series 53 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rob Lino

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

OSCAR GRUSS & SON INCORPORATED·CRD# 2091
BD
10 East 53rd Street 17th Floor, New York, NY 10022
August 20, 2025 - Present
TP ICAP GLOBAL MARKETS AMERICAS LLC·CRD# 2762
BD
Edison, NJ
June 30, 2023 - June 14, 2024
TULLETT PREBON FINANCIAL SERVICES LLC·CRD# 28196
BD
New York, NY
April 2, 2012 - June 30, 2023
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
November 18, 2005 - November 11, 2011
REFCO SECURITIES, LLC·CRD# 14094
BD
New York, NY
April 16, 2004 - November 18, 2005
WEXFORD CLEARING SERVICES, LLC·CRD# 39310
BD
New York, NY
December 9, 1999 - April 7, 2004
DAIWA CAPITAL MARKETS AMERICA INC.·CRD# 1576
BD
New York, NY
November 17, 1993 - October 1, 1999
WELLMONT SECURITIES, L.P.·CRD# 19473
BD
November 15, 1990 - May 20, 1991
GRUNTAL & CO., L.L.C.·CRD# 372
BD
New York, NY
June 26, 1989 - October 18, 1990
SLS SECURITIES COMPANY·CRD# 13332
BD
Oconomowoc, WI
December 8, 1987 - July 13, 1989
KAUFMANN, ALSBERG & CO., INC.·CRD# 2404
BD
June 2, 1986 - May 26, 1987

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Current Firm

OG
OSCAR GRUSS & SON INCORPORATED

CHURCHILL CAPITAL NY | OSCAR GRUSS & SON, INCORPORATED | OSCAR GRUSS & SON INCORPORATED | MAKOR OG NY

CRD#: 2091 / SEC#: 8-22371
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

10 East 53rd Street 17th Floor, New York, NY 10022

Mailing Address

10 East 53rd Street 17th Floor, New York, NY 10022

Phone Number

(212) 419-4000

Established

New York since 10/03/1977

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MAKOR PARTNERS LIMITEDSHAREHOLDER—
ANREDER, LAURA ELLENCHIEF EXECUTIVE OFFICER1325698
LANDAU, DANIELLECHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / FINOP4671417

Disclosures

Regulatory Event

26

Arbitration

5

Judgment/Lien

13

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(9/2/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1996About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1986About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jun 1997

Series 24 — General Securities Principal Examination

Passed May 1996About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Jan 1995About the Series 4 exam

Series 53 — Municipal Securities Principal Examination

Passed May 1994About the Series 53 exam
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe BZX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert E Lino's CRS (Customer Relationship Summary).

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