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RB

Robert V. Benner

Some features on this profile are disabled
CRD#: 1569509
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 Van Antwerp Benner JR was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1986. Robert had worked at 5 firms and has passed the SIE, Series 79 and Series 7 exams.

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

May 26, 2011 - January 1, 2026

SHASTA PARTNERS, LLC

BD
CRD#: 124358
BOSTON, MA
Past

June 14, 1999 - February 22, 2006

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 12, 1998 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

May 13, 1992 - March 3, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

October 22, 1986 - May 23, 1990

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 5/25/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/1986
General Securities Representative Examination

Current Firm

SP
SHASTA PARTNERS, LLC
SHASTA PARTNERS, LLC

CRD#: 124358 / SEC#: , 8-65665

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

Main Address
100 Cambridge Street 14th Floor, Boston, MA 02114
Mailing Address
100 Cambridge Street 14th Floor, Boston, MA 02114
Phone number
(781) 890-6212
Established
Delaware since 10/10/2002
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BURKUS, GREGORY JAMESPRESIDENT; CHIEF COMPLIANCE OFFICER1855041

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

SHASTA PARTNERS, LLC

CRD#: 124358

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