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RA

Robert F. Agostinelli

RHONE GROUP ADVISORS LLC
New York, NY 10111
Some features on this profile are disabled
CRD#: 1649275
RA

Professional summary

Robert Frank Agostinelli, who also goes by Robert F Agostinelli, is a registered financial professional currently at RHONE GROUP ADVISORS LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 3 firms and has passed the Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert F Agostinelli

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 Frank Agostinelli'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

March 9, 2001 - Present

RHONE GROUP ADVISORS LLC

Office #1: 630 Fifth Avenue Suite 3110, New York, NY 10111
BD
CRD#: 106342
New York, NY
Past

May 22, 1997 - March 9, 2001

RHONE GROUP L.L.C.

BD
CRD#: 41752
NEW YORK, NY
Past

October 29, 1987 - May 21, 1996

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
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 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/24/1988
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RG
RHONE GROUP ADVISORS LLC
RHONE GROUP ADVISORS LLC

CRD#: 106342 / SEC#: , 8-53003

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

Main Address
630 Fifth Avenue Suite 3110, New York, NY 10111
Mailing Address
630 Fifth Avenue Suite 3110, New York, NY 10111
Phone number
(212) 218-6700
Established
Delaware since 08/11/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
RHONE GROUP L.L.C.MEMBER
CHUNG, MICHAELCFO/FINOP/PFO/POO5739877
LANGMAN, MICHAEL STEVENMANAGER/CEO/MANAGING DIRECTOR1732465
STEINER, MARSHA ALLISONCHIEF COMPLIANCE OFFICER5423116

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

RHONE GROUP ADVISORS LLC

CRD#: 106342New York, NY 10111

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