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RS

Robert G. Sullivan

R. SEELAUS & CO.
Chatham, NJ 07928
Some features on this profile are disabled
CRD#: 1525163
RS

Professional summary


Robert Gerard Sullivan, who also goes by Robert Gerald Sullivan, Robert Gerard Sullivan, is a registered financial professional currently at R. SEELAUS & CO., LLC located in Chatham, New Jersey.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Gerald Sullivan | Robert Gerard Sullivan

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 Gerard Sullivan's CRS (Customer Relationship Summary).
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

September 29, 2023 - Present

R. SEELAUS & CO., LLC

Office #1: 26 Main Street Suite 300, Chatham, NJ 07928
BD
CRD#: 14974
Chatham, NJ
Past

August 16, 2016 - September 25, 2023

SMBC NIKKO SECURITIES AMERICA, INC.

BD
CRD#: 28602
NEW YORK, NY
Past

January 5, 2015 - August 4, 2016

LLOYDS SECURITIES

BD
CRD#: 154515
NEW YORK, NY
Past

August 15, 2002 - December 17, 2014

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

April 18, 2000 - March 22, 2002

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

October 8, 1996 - April 13, 2000

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(9/29/2023)
RR
Illinois
(9/29/2023)
RR
Massachusetts
(9/29/2023)
RR
New Jersey
(9/29/2023)
RR
New York
(9/29/2023)
RR
South Carolina
(9/29/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R. SEELAUS & CO., LLC
R. SEELAUS & CO., INC. | RSC ASSET MANAGEMENT LLC. | RSC ASSET MANAGEMENT LLC | R. SEELAUS & CO.,INC. | R. SEELAUS & CO., LLC

CRD#: 14974 / SEC#: 801-68283, 8-31475

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


Main Address
26 Main Street Suite 300, Chatham, NJ 07928
Mailing Address
26 Main Street Suite 300, Chatham, NJ 07928
Phone number
(908) 273-3011
Established
Delaware since 06/27/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
SEELAUS HOLDINGS LLCOWNER/MEMBER
BRUCIA, JAMES BENEDETTOCO-HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1281247
GRAVES, LESLIE ANNCO HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1411769
MITNICK, ANNELIESE NMNCHIEF EXECUTIVE OFFICER (CEO)4862821
MOLCHAN, MAYYA NMNCHIEF FINANCIAL OFFICER (CFO), FINANCIAL AND OPERATIONS PRINCIPAL ( FINOP)5865025
MURRAY III, ALBERT QUENTINHEAD OF SALES AND TRADING, MUNICIPAL PRINCIPAL (MP)1032639
PAJDAK, KAROLINA NMNCHIEF COMPLIANCE OFFICER (CCO)4491899
SEELAUS, BENJAMIN PATRICKCHIEF OPERATING OFFICER (COO), REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)4621898
SEELAUS, RICHARD PAULCHAIRMAN,500660

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


R. SEELAUS & CO., LLC

CRD#: 14974Chatham, NJ 07928

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