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RM

Robert M. Milloul

Some features on this profile are disabled
CRD#: 2159054
RM

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 Morris Milloul, who also goes by Boris Melloul, Robert Morris Melloul, Robert Milloul, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Boris Melloul | Robert Morris Melloul | Robert Milloul

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

March 30, 2017 - December 14, 2017

SAGETRADER, LLC

BD
CRD#: 137862
NEW YORK, NY
Past

January 21, 2015 - September 17, 2015

OCEANUS SECURITIES, LLC

BD
CRD#: 133798
NEW YORK, NY
Past

January 3, 2011 - February 13, 2013

VIRTU AMERICAS LLC

BD
CRD#: 149823
JERSEY CITY, NJ
Past

March 13, 2008 - January 3, 2011

KNIGHT DIRECT LLC

BD
CRD#: 135924
JERSEY CITY, NJ
Past

January 26, 2006 - September 4, 2008

EDGETRADE LLC

BD
CRD#: 42071
JERSEY CITY, NJ
Past

November 2, 2005 - January 19, 2006

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
NEW YORK, NY
Past

January 12, 2000 - November 7, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 13, 1999 - February 16, 1999

NORTH AMERICAN INSTITUTIONAL BROKERS

BD
CRD#: 20574
FT. LAUDERDALE, FL
Past

October 13, 1998 - October 27, 1998

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

February 11, 1998 - August 25, 1998

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

October 4, 1996 - March 27, 1998

NICHOLS, SAFINA, LERNER & CO. INC.

BD
CRD#: 35476
NEW YORK, NY
Past

February 24, 1995 - October 2, 1996

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 29, 1993 - March 17, 1995

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

May 26, 1993 - June 11, 1993

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

December 11, 1991 - April 21, 1993

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

August 12, 1991 - November 5, 1991

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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
Series 63
Date: 10/26/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/8/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SL
SAGETRADER, LLC
BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC

CRD#: 137862 / SEC#: , 8-67169

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

Main Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Mailing Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Phone number
(646) 837-0050
Established
Delaware since 09/29/2003
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
BOGERT INVESTMENTS LLCSOLE MEMBER
FORSYTHE, MICHAEL FRANCISCEO2772933
PETERS, ROBERT WILLIAMFINOP1704577
STIPANICH, RYAN CHARLESCHIEF COMPLIANCE OFFICER5053220

Disclosures

Regulatory Event16

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

SAGETRADER, LLC

CRD#: 137862

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