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RG

Robert Gaeta

WEBULL FINANCIAL
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 1770315
RG
Robert GaetaWEBULL FINANCIAL

Professional summary

Robert Gaeta, who also goes by Rob Gaeta, Robert Byron Gaeta, is a registered financial professional currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 17 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 7, Series 55, Series 62, Series 27, Series 53, Series 14 and Series 24 exams.

Aliases

Rob Gaeta | Robert Byron Gaeta

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 Gaeta'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

July 16, 2026 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
BD
CRD#: 289063
St. Petersburg, FL
Past

September 19, 2025 - June 3, 2026

BOREAL CAPITAL SECURITIES LLC

BD
CRD#: 158599
MIAMI, FL
Past

July 21, 2016 - September 10, 2025

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

December 17, 2012 - December 31, 2013

SUNGARD INSTITUTIONAL BROKERAGE INC.

BD
CRD#: 8509
GENEVA, IL
Past

April 12, 2011 - June 30, 2016

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
JERSEY CITY, NJ
Past

March 2, 2010 - March 28, 2011

STOCKCROSS FINANCIAL SERVICES, INC.

RIA
CRD#: 6670
JERSEY CITY, NJ
Past

April 4, 2008 - March 28, 2011

STOCKCROSS FINANCIAL SERVICES, INC.

BD
CRD#: 6670
JERSEY CITY, NJ
Past

January 4, 2008 - April 7, 2008

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
LONGWOOD, FL
Past

July 12, 2007 - March 31, 2008

ASD FINANCIAL SERVICES CORP

RIA
CRD#: 124901
MIAMI, FL
Past

May 25, 2007 - March 31, 2008

ASD FINANCIAL SERVICES CORP

BD
CRD#: 124901
MIAMI, FL
Past

December 19, 2006 - May 12, 2008

CATAMOUNT WEALTH MANAGEMENT

RIA
CRD#: 127496
WESTPORT, CT
Past

November 21, 2006 - April 7, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

August 28, 2006 - December 13, 2006

BULLTICK SECURITIES, LLC

BD
CRD#: 132092
MIAMI, FL
Past

August 22, 2006 - December 13, 2006

BULLTICK, LLC

BD
CRD#: 104005
MIAMI, FL
Past

April 4, 2006 - August 31, 2006

JESUP & LAMONT ADVISORS

RIA
CRD#: 108006
LONGWOOD, FL
Past

March 9, 2005 - August 31, 2006

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

April 25, 2002 - November 19, 2004

GLOBAL PARTNERS SECURITIES INC.

BD
CRD#: 19606
FORT LAUDERDALE, FL
Past

May 2, 2000 - December 15, 2004

EQUITY STATION, INC.

BD
CRD#: 103620
BOCA RATON, FL
Past

May 1, 2000 - October 25, 2002

NORTH AMERICAN INSTITUTIONAL BROKERS

BD
CRD#: 20574
FT. LAUDERDALE, FL
Past

April 21, 1998 - November 16, 1999

CARLIN EQUITIES, LLC

BD
CRD#: 31295
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
Florida
(7/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/1999
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
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 9/9/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 62
Date: 4/20/1998
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 9/21/2018
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/19/2013
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 14
Date: 2/26/2010
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/23/1998
General Securities Principal Examination
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

WF
WEBULL FINANCIAL LLC
WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: , 8-69978

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

Main Address
44 Wall Street 2nd Floor, New York, NY 10005
Mailing Address
44 Wall Street 2nd Floor, New York, NY 10005
Phone number
(917) 725-2448
Established
Delaware since 05/24/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEBULL HOLDINGS (US) INC.OWNER/ MANAGING MEMBER
CONSTANTINO, MICHAEL JAMESCHIEF OPERATIONS OFFICER4237527
DENIER, ANTHONY MICHAELCHIEF EXECUTIVE OFFICER3260208
ENGELSOHN, MOSHE BINYAMINFINOP / CHIEF FINANCIAL OFFICER2504044
KEATING, JOHNCHIEF COMPLIANCE OFFICER7087074

Disclosures

Regulatory Event5
Arbitration1

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

WEBULL FINANCIAL LLC

CRD#: 289063St. Petersburg, FL 33716

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