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RA

Robert S. Ambrozy

AMBROZY & ASSOCIATES
CRANFORD, NJ
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CRD#: 1736286
RA

Professional summary


Robert Stephen Ambrozy, who also goes by Bob Ambrozy, is a registered financial advisor currently at AMBROZY & ASSOCIATES, INC. located in Cranford, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Ambrozy

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.
ALPHASTAFF, NON-INVESTMENT RELATED, 115 E 57TH STREET, PARK AVE, NEW YORK, NY 10022,HRO,REGIONAL SALES MANAGER, 9/03, 40 HRS/WK.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Stephen Ambrozy'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

November 12, 2004 - Present

AMBROZY & ASSOCIATES, INC.

RIA
CRD#: 129318
CRANFORD, NJ
Past

May 26, 1999 - March 24, 2000

THE KEY GROUP INC.

BD
CRD#: 42373
RAMSEY, NJ
Past

January 31, 1997 - March 10, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

February 8, 1996 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

October 4, 1991 - January 22, 1996

SUMMIT EQUITIES, INC.

BD
CRD#: 11039
PARSIPPANY, NJ
Past

September 12, 1990 - October 11, 1991

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

October 2, 1987 - December 31, 1989

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

October 2, 1987 - September 21, 1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(11/12/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


A&
AMBROZY & ASSOCIATES, INC.
AMBROZY & ASSOCIATES, INC.

CRD#: 129318 / SEC#:

New Jersey
Registered Investment Advisory firm - (1/14/1997 Approved)
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Contact information


Main Address
Spring Lake, NJ
Mailing Address
P.o. Box 493, Spring Lake, NJ 07762-0493
Phone number
(732) 449-4606
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 1,557,580

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


AMBROZY & ASSOCIATES, INC.

CRD#: 129318Cranford, NJ

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