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RL

Robert Leff

INTERACTIVE BROKERS
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 1791547
RL

Professional summary


Robert Leff, who also goes by Robert David Leff, is a registered financial professional currently at INTERACTIVE BROKERS CORP. located in Greenwich, Connecticut.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 15 firms and has passed the Series 63, Series 3, SIE, Series 55, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert David Leff

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 Leff'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

September 30, 2020 - Present

INTERACTIVE BROKERS CORP.

Office #1: Pickwick Plaza, Greenwich, CT 06830
BD
CRD#: 117942
Greenwich, CT
Past

December 11, 2014 - October 28, 2019

IEX SERVICES LLC

BD
CRD#: 167872
New York, NY
Past

February 12, 2013 - July 30, 2014

QUAD CAPITAL, LLC

BD
CRD#: 148927
NEW YORK, NY
Past

July 11, 2007 - March 19, 2010

MILLENCO LLC

BD
CRD#: 33726
OLD GREENWICH, CT
Past

September 27, 2006 - March 15, 2007

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

February 11, 2005 - October 28, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

March 22, 1999 - June 1, 2001

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

January 8, 1999 - April 6, 1999

SCHON-EX LLC

BD
CRD#: 32211
JERICHO, NY
Past

September 15, 1997 - January 11, 1999

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

September 19, 1996 - October 30, 1997

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

October 17, 1994 - September 11, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 31, 1993 - November 1, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 27, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 13, 1990 - May 6, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 27, 1989 - November 20, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

April 4, 1988 - December 22, 1989

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

February 1, 1988 - March 15, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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
Alabama
(1/27/2021)
RR
Alaska
(2/11/2021)
RR
Arizona
(2/1/2021)
RR
Arkansas
(2/1/2021)
RR
California
(10/1/2020)
RR
Colorado
(2/12/2021)
RR
Connecticut
(10/9/2020)
RR
Delaware
(2/11/2021)
RR
District of Columbia
(2/2/2021)
RR
Florida
(10/29/2021)
RR
Georgia
(2/1/2021)
RR
Hawaii
(12/20/2021)
RR
Idaho
(1/19/2021)
RR
Illinois
(3/9/2021)
RR
Indiana
(2/5/2021)
RR
Iowa
(10/6/2020)
RR
Kansas
(10/15/2020)
RR
Kentucky
(1/28/2021)
RR
Louisiana
(10/5/2020)
RR
Maine
(10/6/2020)
RR
Maryland
(10/1/2020)
RR
Massachusetts
(10/6/2021)
RR
Michigan
(10/5/2020)
RR
Minnesota
(2/1/2021)
RR
Mississippi
(2/11/2021)
RR
Missouri
(10/18/2021)
RR
Montana
(10/1/2020)
RR
Nebraska
(1/27/2021)
RR
Nevada
(2/16/2021)
RR
New Hampshire
(10/1/2020)
RR
New Jersey
(11/18/2021)
RR
New Mexico
(2/11/2021)
RR
New York
(1/26/2021)
RR
North Carolina
(10/1/2020)
RR
North Dakota
(2/11/2021)
RR
Ohio
(9/30/2020)
RR
Oklahoma
(1/28/2021)
RR
Oregon
(10/26/2021)
RR
Pennsylvania
(10/1/2020)
RR
Puerto Rico
(10/8/2020)
RR
Rhode Island
(10/1/2020)
RR
South Carolina
(8/23/2021)
RR
South Dakota
(3/25/2021)
RR
Tennessee
(12/11/2020)
RR
Texas
(10/12/2020)
RR
Utah
(10/1/2020)
RR
Vermont
(1/27/2021)
RR
Virgin Islands
(1/29/2021)
RR
Virginia
(1/19/2021)
RR
Washington
(2/11/2021)
RR
West Virginia
(2/23/2021)
RR
Wisconsin
(10/1/2020)
RR
Wyoming
(2/12/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/5/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2000
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA

Current Firm


IB
INTERACTIVE BROKERS CORP.
CONIFER FUTURE TRADE, LLC | INTERACTIVE BROKERS CORP. | FUTURETRADE SECURITIES, LLC | FUTURETRADE SECURITIES CORP.

CRD#: 117942 / SEC#: , 8-53615

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


Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
Two Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5700
Established
Delaware since 01/16/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IB EXCHANGE CORP.OWNER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
GALIK, MILANCEO2204066
GELMAN, JONATHAN MICHAELCCO AND ROSFP5440103
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SANDERS, STEVEN JAYEXECUTIVE VICE PRESIDENT SALES AND MARKETING2812548

Disclosures


Regulatory Event3

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


INTERACTIVE BROKERS CORP.

CRD#: 117942Greenwich, CT 06830

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