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RB

Robert J. Barbo

NUVEEN SECURITIES
New York, NY 10017
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CRD#: 2314114
RB

Professional summary


Robert John Barbo, who also goes by John Barbo, R. John Barbo, Robert John Barbo, Robert Barbo, is a registered financial professional currently at NUVEEN SECURITIES, 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 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Barbo | R. John Barbo | Robert John Barbo | Robert Barbo

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 John Barbo'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

January 28, 2021 - Present

NUVEEN SECURITIES, LLC

Office #1: 730 Third Ave, New York, NY 10017
BD
CRD#: 469
New York, NY
Past

May 14, 2012 - January 5, 2021

APOLLO GLOBAL SECURITIES, LLC

BD
CRD#: 153502
NEW YORK, NY
Past

October 20, 2009 - May 4, 2012

MAN INVESTMENTS INC.

BD
CRD#: 15770
NEW YORK, NY
Past

June 1, 2009 - September 16, 2009

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

June 1, 2009 - September 16, 2009

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

April 23, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

April 23, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 1, 2004 - March 22, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PLAINSBORO, NJ
Past

March 20, 2003 - March 22, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 20, 2001 - March 20, 2003

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

July 31, 1999 - March 22, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 21, 1997 - May 1, 1998

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
NEW YORK, NY
Past

October 24, 1994 - October 24, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 19, 1993 - November 1, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
Alabama
(1/28/2021)
RR
Alaska
(1/28/2021)
RR
Arizona
(1/28/2021)
RR
Arkansas
(1/28/2021)
RR
California
(1/28/2021)
RR
Colorado
(1/28/2021)
RR
Connecticut
(1/28/2021)
RR
Delaware
(1/28/2021)
RR
District of Columbia
(1/28/2021)
RR
Florida
(1/28/2021)
RR
Georgia
(1/28/2021)
RR
Hawaii
(1/28/2021)
RR
Idaho
(1/28/2021)
RR
Illinois
(1/28/2021)
RR
Indiana
(1/28/2021)
RR
Iowa
(1/28/2021)
RR
Kansas
(1/28/2021)
RR
Kentucky
(1/28/2021)
RR
Louisiana
(1/28/2021)
RR
Maine
(1/28/2021)
RR
Maryland
(1/28/2021)
RR
Massachusetts
(1/28/2021)
RR
Michigan
(1/28/2021)
RR
Minnesota
(1/28/2021)
RR
Mississippi
(1/28/2021)
RR
Missouri
(1/28/2021)
RR
Montana
(1/28/2021)
RR
Nebraska
(1/28/2021)
RR
Nevada
(1/28/2021)
RR
New Hampshire
(1/28/2021)
RR
New Jersey
(1/28/2021)
RR
New Mexico
(1/28/2021)
RR
New York
(1/28/2021)
RR
North Carolina
(1/28/2021)
RR
North Dakota
(1/28/2021)
RR
Ohio
(1/28/2021)
RR
Oklahoma
(1/28/2021)
RR
Oregon
(1/28/2021)
RR
Pennsylvania
(1/28/2021)
RR
Puerto Rico
(1/28/2021)
RR
Rhode Island
(1/28/2021)
RR
South Carolina
(1/28/2021)
RR
South Dakota
(1/28/2021)
RR
Tennessee
(1/28/2021)
RR
Texas
(1/28/2021)
RR
Utah
(1/28/2021)
RR
Vermont
(1/28/2021)
RR
Virgin Islands
(1/28/2021)
RR
Virginia
(1/28/2021)
RR
Washington
(1/28/2021)
RR
West Virginia
(1/28/2021)
RR
Wisconsin
(1/28/2021)
RR
Wyoming
(1/28/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/24/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/7/1997
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NUVEEN SECURITIES, LLC
NUVEEN SECURITIES, LLC
JOHN NUVEEN & CO., INCORPORATED | NUVEEN SECURITIES, LLC | NUVEEN SECURITIES - USED ON SALES AND MARKETING LITERATURE | NUVEEN INVESTMENTS, LLC | NUVEEN INVESTMENTS

CRD#: 469 / SEC#: , 8-13464

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


Main Address
333 West Wacker Drive, Chicago, IL 60606-1286
Mailing Address
333 West Wacker Drive, Chicago, IL 60606-1286
Phone number
(312) 917-7700
Established
Delaware since 09/07/1967
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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#
NUVEEN INVESTMENTS, INC.MANAGING MEMBER
CARLIN, JEFFREY DENNISCHIEF EXECUTIVE OFFICER2684780
MANGANO, JENNIFER LYNNCHIEF FINANCIAL OFFICER7659359
SATRE, LUCAS ARTHURGENERAL COUNSEL2208099
SMITH, SHANITA SPIVEYCHIEF COMPLIANCE OFFICER5174146

Disclosures


Regulatory Event7
Civil Event2
Arbitration1

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


NUVEEN SECURITIES, LLC

NUVEEN SECURITIES, LLC

CRD#: 469New York, NY 10017

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