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RB

Robert C. Brosnan

CASTLE PLACEMENT
New York, NY 10036
Some features on this profile are disabled
CRD#: 2311937
RB

Professional summary


Robert Clifford Brosnan JR, who also goes by Robert Clifford Brosnan, is a registered financial professional currently at CASTLE PLACEMENT, LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Clifford Brosnan

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 Clifford Brosnan JR'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

April 5, 2023 - Present

CASTLE PLACEMENT, LLC

Office #1: 1460 Broadway, New York, NY 10036
BD
CRD#: 189511
New York, NY
Past

March 16, 1993 - July 30, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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
New York
(4/10/2023)
RR
Ohio
(4/11/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/10/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/16/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/15/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/5/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CP
CASTLE PLACEMENT, LLC
CASTLE PLACEMENT, LLC

CRD#: 189511 / SEC#: , 8-69612

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


Main Address
1460 Broadway, New York, NY 10036
Mailing Address
1460 Broadway, New York, NY 10036
Phone number
(212) 418-1180
Established
Delaware since 03/13/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
CASTLE PLACEMENT GROUP LLCMEMBER
BEATON, DANIEL STEWARTFINOP4240769
LUFTIG, RICHARD STEVENCCO, EXEC REP, AML SUPERVISOR2391290
MARGOLIS, KENNETH HARRYMANAGER, HOME OFFICE SUPERVISOR2230861

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


CASTLE PLACEMENT, LLC

CRD#: 189511New York, NY 10036

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