Robert Stephen Page
Professional Summary
Robert Stephen Page, who also goes by Bob Page, Robert Stephen Page, is a registered financial advisor currently at KELSON CAPITAL LLC located in Stamford, Connecticut. Robert is registered as a RR (Registered Representative) and started their career in finance in 1990. Robert has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7TO and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Page, Robert Stephen Page
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
36 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GTO GROUP, LLC | KELSON CAPITAL LLC
Contact Information
Main Address
2 Ravenglass Drive 2nd Floor, Stamford, CT 06903Mailing Address
2 Ravenglass Drive 2nd Floor, Stamford, CT 06903Phone Number
(917) 691-8007Established
New Jersey since 11/19/2008Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/4/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Stephen Page's CRS (Customer Relationship Summary).
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