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ED

Edward J. Dalessandro

ROBERTS & RYAN
New York, NY 10006-3003
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CRD#: 2335785
ED

Professional summary


Edward John Dalessandro, who also goes by Edward J D'alessandro, is a registered financial professional currently at ROBERTS & RYAN, INC. located in New York, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1994. Edward has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward J D'alessandro

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 Edward John Dalessandro'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

June 6, 2018 - Present

ROBERTS & RYAN, INC.

Office #1: 39 Broadway Ste 610, New York, NY 10006-3003
BD
CRD#: 19456
New York, NY
Past

July 28, 2010 - May 7, 2018

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY
Past

June 2, 2010 - July 23, 2010

NABSECURITIES, LLC

BD
CRD#: 47390
NEW YORK, NY
Past

September 10, 2007 - March 30, 2010

GUGGENHEIM LIQUIDITY SERVICES, LLC

BD
CRD#: 141697
NEW YORK, NY
Past

August 14, 2002 - August 29, 2007

PORTIGON SECURITIES INC.

BD
CRD#: 10050
NEW YORK, NY
Past

March 30, 2001 - June 14, 2002

COMMERZBANK CAPITAL MARKETS CORP.

BD
CRD#: 21787
NEW YORK, NY
Past

October 3, 1996 - March 16, 2001

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 28, 1995 - September 3, 1996

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC
Past

February 2, 1994 - June 7, 1995

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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
(6/12/2025)
RR
Arizona
(6/16/2025)
RR
California
(6/6/2018)
RR
Colorado
(1/6/2022)
RR
Connecticut
(10/10/2024)
RR
Florida
(5/8/2024)
RR
Illinois
(10/20/2020)
RR
Kentucky
(1/3/2022)
RR
Maryland
(2/7/2025)
RR
Massachusetts
(12/23/2021)
RR
Michigan
(10/10/2024)
RR
New Hampshire
(7/9/2025)
RR
New York
(6/6/2018)
RR
North Carolina
(10/10/2024)
RR
Oklahoma
(10/10/2024)
RR
Oregon
(3/10/2025)
RR
Pennsylvania
(10/10/2024)
RR
Rhode Island
(10/10/2024)
RR
Texas
(10/10/2024)
RR
Wisconsin
(5/28/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/18/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


R&
ROBERTS & RYAN, INC.
ROBERTS & RYAN INVESTMENTS INC. | ROBERTS SECURITIES, INC. | ROBERTS & RYAN, INC.

CRD#: 19456 / SEC#: 801-113965, 8-37469

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


Main Address
39 Broadway Ste 1640, New York, NY 10006
Mailing Address
39 Broadway Ste 610, New York, NY 10006-3003
Phone number
(866) 884-9959
Established
Delaware since 02/01/2023
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DALESSANDRO, EDWARD JOHNMANAGING DIRECTOR, CEO2335785
R&R PARTNERS HOLDING COMPANY, LLCSHAREHOLDER
R&R PRINCIPALS HOLDING COMPANY, LLCSHAREHOLDER
BEATON, DANIEL STEWARTCHIEF FINANCIAL OFFICER, FINOP4240769
ROBERTS, DANIELCCO2208120
SCALA, BRIAN NMNREGISTERED OPTIONS PRINCIPAL2814478

Disclosures


Regulatory Event1

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


ROBERTS & RYAN, INC.

CRD#: 19456New York, NY 10006-3003

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