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RG

Robert M. Goodman

ERG SECURITIES (US) LLC
Norwalk, CT 06854
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CRD#: 2246972
RG

Professional summary


Robert M Goodman is a registered financial professional currently at ERG SECURITIES (US) LLC located in Norwalk, Connecticut.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 7 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 87, Series 86, Series 7, Series 14 and Series 24 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) - BD


Click below to view Robert M Goodman's 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 21, 2016 - Present

ERG SECURITIES (US) LLC

Office #1: 50 Washington Street, Suite 921, Norwalk, CT 06854
BD
CRD#: 121057
Norwalk, CT
Past

September 9, 2013 - July 19, 2016

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

August 5, 2013 - September 3, 2013

SANTANDER US CAPITAL MARKETS LLC

BD
CRD#: 150696
NEW YORK, NY
Past

June 3, 2013 - September 3, 2013

PIERPONT CAPITAL ADVISORS LLC

BD
CRD#: 108424
NEW YORK, NY
Past

April 4, 2011 - June 4, 2013

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEW YORK, NY
Past

April 17, 1993 - April 6, 2011

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

June 30, 1992 - March 25, 1993

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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
Arkansas
(5/13/2019)
RR
California
(8/2/2016)
RR
Connecticut
(8/2/2016)
RR
Florida
(4/4/2018)
RR
Georgia
(12/20/2024)
RR
Illinois
(8/9/2016)
RR
Massachusetts
(8/2/2016)
RR
New York
(8/2/2016)
RR
Texas
(8/5/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 8/3/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/13/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
ERG SECURITIES (US) LLC
ASPERION GROUP LLC | ERG SECURITIES (US) LLC

CRD#: 121057 / SEC#: , 8-65376

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


Main Address
50 Washington Street Suite 921, Norwalk, CT 06854
Mailing Address
50 Washington Street Suite 921, Norwalk, CT 06854
Phone number
(646) 571-0173
Established
Delaware since 04/26/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ERG CAPITAL PARTNERS, LLCOWNER, MEMBER
GOODMAN, ROBERT MCCO, PRINCIPAL, CEO, AML OFFICER2246972
O'DOWD, GEORGE MARKPRINCIPAL2219430
RYAN, KIMBERLY ANNFINOP, PFO, POO4316310

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


ERG SECURITIES (US) LLC

CRD#: 121057Norwalk, CT 06854

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