Robert M. Theiss
Professional summary
Robert Mitchell Theiss, who also goes by Mitch Theiss, Robert Mitchell Theiss, is a registered financial professional currently at SEABROOK PARTNERS LLC located in Mclean, Virginia.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Mitchell Theiss's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2025 - Present
SEABROOK PARTNERS LLC
Office #1: 1356 Beverly Road Suite 300, Mclean, VA 22101February 13, 2019 - September 6, 2023
ROCKEFELLER FINANCIAL LLC
February 22, 2010 - November 1, 2010
BANC OF AMERICA SECURITIES LLC
September 22, 1999 - January 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 1987 - March 12, 1998
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
SEABROOK PARTNERS LLC
CRD#: 156581 / SEC#: , 8-68807
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEANE, BRIAN WALTER | MANAGING DIRECTOR, FINOP, CEO, CCO | 1382496 |
Red Flags
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