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Philip C. Robbins

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CRD#: 2272443
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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.

Philip Curtice Robbins was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 1992. Philip had worked at 6 firms and has passed the Series 63, SIE, Series 79, Series 6 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)


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

November 14, 2019 - March 20, 2024

FIRST CITIZENS CAPITAL SECURITIES, LLC

BD
CRD#: 41504
NEW YORK, NY
Past

April 26, 2018 - July 1, 2019

CITIZENS CAPITAL MARKETS

BD
CRD#: 277073
BOSTON, MA
Past

May 14, 2002 - January 14, 2003

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY
Past

February 11, 2002 - May 10, 2002

COMO SECURITIES, INC.

BD
CRD#: 23953
BOSTON, MA
Past

October 22, 1997 - April 4, 2000

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.

BD
CRD#: 42935
BOSTON, MA
Past

October 5, 1992 - December 11, 1995

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 8039
BOSTON, MA

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: 6/1/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FIRST CITIZENS CAPITAL SECURITIES, LLC
CAP-SYN CORP. | NEWCOURT CAPITAL SECURITIES, INC. | NEWCOURT CAPITAL | FIRST CITIZENS CAPITAL SECURITIES, LLC | CIT CAPITAL SECURITIES, INC. | CIT CAPITAL SECURITIES LLC

CRD#: 41504 / SEC#: , 8-49466

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


Main Address
11 West 42nd Street 13th Floor, New York, NY 10036
Mailing Address
11 West 42nd Street 11th Floor, New York, NY 10036
Phone number
(212) 771-7872
Established
Delaware since 03/31/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST CITIZENS BANCSHARES, INC.SHAREHOLDER
GETTYS, ALISHA DANIELLECHIEF COMPLIANCE OFFICER6254273
HUI, MICHELLE CHAOCHIEF FINANCIAL OFFICER/FINOP2480261
YOUNG, MICHAEL ROBERTPRESIDENT4410392

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


FIRST CITIZENS CAPITAL SECURITIES, LLC

CRD#: 41504

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