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RG

Robert H. Grimm

ODEON CAPITAL GROUP LLC
New York, NY 10022
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CRD#: 230343
RG

Professional summary


Robert H. Grimm, who also goes by Robert H Grimm, is a registered financial professional currently at ODEON CAPITAL GROUP LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1971. Robert has worked at 17 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 57TO, SIE, Series 55, Series 000, Series 1, Series 24, Series 27 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert H Grimm

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 H. Grimm's CRS (Customer Relationship Summary).
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

August 26, 2010 - Present

ODEON CAPITAL GROUP LLC

Office #1: 750 Lexington Avenue, New York, NY 10022
BD
CRD#: 148493
New York, NY
Past

March 9, 2009 - August 27, 2010

MCMAHAN SECURITIES CO. L.P.

BD
CRD#: 22123
GREENWICH, CT
Past

April 3, 2008 - March 2, 2009

SOUTHRIDGE INVESTMENT GROUP LLC

BD
CRD#: 45531
RIDGEFIELD, CT
Past

October 19, 2004 - January 17, 2008

NEWOAK CAPITAL MARKETS LLC

BD
CRD#: 104063
STAMFORD, CT
Past

May 28, 1999 - October 15, 2004

CBA SECURITIES LLC

BD
CRD#: 33149
GREENWICH, CT
Past

July 1, 1998 - October 24, 1998

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

January 23, 1998 - July 1, 1998

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

September 18, 1996 - February 9, 1998

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 25, 1993 - July 11, 1996

MILLER TABAK HIRSCH & CO.

BD
CRD#: 10384
NEW YORK, NY
Past

April 8, 1992 - September 15, 1993

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

April 10, 1990 - August 20, 1991

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

April 10, 1990 - August 20, 1991

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

April 10, 1990 - August 20, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 4, 1988 - December 23, 1988

SOUNDVIEW CAPITAL LIMITED PARTNERSHIP

BD
CRD#: 20859
Past

September 20, 1973 - March 22, 1974

STUART BROTHERS

BD
CRD#: 3528
Past

February 15, 1972 - August 23, 1973

CANTOR FITZGERALD & CO.

BD
CRD#: 134
Past

October 27, 1971 - February 14, 1972

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

October 25, 1971 - October 7, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
Connecticut
(8/31/2010)
RR
New York
(8/26/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 5/17/1991
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 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/18/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 000
Date: 10/25/1971
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 10/25/1971
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 10/23/1978
Registered Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


OC
ODEON CAPITAL GROUP LLC
ASTERISK CAPITAL LLC | TALON SECURITIES LLC | PBC ADVSIORS LLC | ODEON CAPITAL GROUP LLC | EAS ADVISORS

CRD#: 148493 / SEC#: , 8-68033

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


Main Address
750 Lexington Avenue 27th Fl., New York, NY, 10022
Mailing Address
750 Lexington Avenue 27th Fl., New York, NY, 10022
Phone number
(212) 257-6970
Established
Delaware since 09/05/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SCHWARTZBERG, EVANEXECUTIVE MEMBER, MANAGING DIRECTOR & GENERAL SECURITIES PRINCIPAL4577412
VAN ALSTYNE, MATHEW HADLOCKEXECUTIVE MEMBER, MANAGING DIRECTOR & GENERAL SECURITIES PRINCIPAL5616065
DORFMAN, AARON PAULFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER6158487
TOLLA, CHRISTOPHER JCHIEF COMPLIANCE OFFICER/CHIEF INFORMATION OFFICER5516420
WOLF, THOMAS MICHAELSVP/ROSFP4509850

Disclosures


Regulatory Event5

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


ODEON CAPITAL GROUP LLC

CRD#: 148493New York, NY 10022

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