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Robert Rosner

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CRD#: 2028066
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Rosner was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 16 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 18, 2017 - April 1, 2019

MARINER GROUP CAPITAL MARKETS, LLC

BD
CRD#: 25878
HARRISON, NY
Past

December 22, 2016 - April 18, 2017

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Belvedere, CA
Past

December 21, 2016 - April 18, 2017

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
Belvedere, CA
Past

April 15, 2016 - August 18, 2016

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

BD
CRD#: 13645
SHELTON, CT
Past

April 22, 2015 - April 8, 2016

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

April 8, 2014 - February 27, 2015

FORWARD MANAGEMENT, LLC

RIA
CRD#: 109193
SAN FRANCISCO, CA
Past

December 4, 2013 - March 3, 2015

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

September 1, 2011 - August 15, 2013

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

April 28, 2010 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

April 28, 2010 - August 15, 2013

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

September 30, 2009 - May 10, 2010

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
SAN FRANCISCO, CA
Past

March 2, 2007 - September 21, 2007

PROCTOR INVESTMENT DISTRIBUTORS, LLC

BD
CRD#: 141946
NEW YORK, NY
Past

September 13, 2006 - March 2, 2007

OVERTURE SECURITIES LLC

BD
CRD#: 132350
NEW YORK, NY
Past

May 4, 2004 - October 4, 2004

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 4, 2002 - March 10, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 20, 2000 - July 11, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 2, 1998 - June 29, 1998

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
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


State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2000
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MG
MARINER GROUP CAPITAL MARKETS, LLC
EAST HAMPTON SECURITIES, INC. | MARINER GROUP CAPITAL MARKETS, LLC | MARINER GROUP CAPITAL MARKETS, INC. | EAST HAMPTON SECURITIES, LTD.

CRD#: 25878 / SEC#: , 8-42116

BD
Terminated by SEC on 02/24/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MIG HOLDINGS, LLCDIRECT OWNER
DRISCOLL, JENNIFER LEE SJOMANCHIEF COMPLIANCE OFFICER4254395
RUBIN, DONALD JOSEPHFINOP4453420
TURCHYN, WILLIAMPRESIDENT/GSP450442

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


MARINER GROUP CAPITAL MARKETS, LLC

CRD#: 25878

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