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Robert W. Brinkman

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CRD#: 1511170
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert William Brinkman was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1986. Robert had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 52, Series 6, Series 24 and Series 26 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)


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

September 27, 2019 - April 5, 2021

SAFE HARBOUR LLC

RIA
CRD#: 300265
SHELTON, CT
Past

October 1, 2004 - September 1, 2005

SLOAN SECURITIES CORP.

BD
CRD#: 17930
ENGLEWOOD CLIFFS, NJ
Past

September 15, 2003 - October 6, 2004

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
WESTPORT, CT
Past

September 15, 2003 - October 6, 2004

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

March 12, 2003 - May 16, 2003

AMERICAN SKANDIA ADVISORY SERVICES, INC.

RIA
CRD#: 109211
SHELTON, CT
Past

May 6, 1994 - May 16, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

September 24, 1987 - September 13, 1991

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

June 10, 1986 - May 12, 1987

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137

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: 2/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SH
SAFE HARBOUR LLC
BRINKMAN ACADEMY | SAFE HARBOUR LLC

CRD#: 300265 / SEC#:

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Contact information


Main Address
1000 Bridgeport, Suite 2d, Shelton, CT 06484
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SAFE HARBOUR LLC

CRD#: 300265

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