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Peter N. Robert

ROC GLOBAL LLC
New York, NY 10017
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CRD#: 2465856
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Professional summary


Peter Nmn Robert, who also goes by Pedro Robert, Peter Robert, is a registered financial professional currently at ROC GLOBAL LLC located in New York, New York.

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pedro Robert | Peter Robert

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 Peter Nmn Robert's 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 23, 2017 - Present

ROC GLOBAL LLC

Office #1: 535 Fifth Avenue 4th Floor, New York, NY 10017
BD
CRD#: 154058
New York, NY
Past

May 27, 2010 - September 16, 2016

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY
Past

May 29, 2007 - April 30, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 28, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
NEW YORK, NY
Past

August 10, 1996 - March 8, 2002

CAL FP (US), INC.

BD
CRD#: 37412
NEW YORK, NY
Past

November 3, 1994 - June 10, 1996

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

May 13, 1994 - October 14, 1994

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
New York
(8/21/2017)
RR
Texas
(9/11/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 8/21/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/29/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RG
ROC GLOBAL LLC
ROC GLOBAL LLC | ROC GLOBAL SECURITIES LLC

CRD#: 154058 / SEC#: , 8-68605

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


Main Address
535 Fifth Avenue 4th Floor, New York, NY 10017
Mailing Address
535 Fifth Avenue 4th Floor, New York, NY 10017
Phone number
(646) 218-9841
Established
Connecticut since 06/12/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ROC GLOBAL HOLDINGS LLCOWNER
GAROFOLI, JOSEPH ANTHONY IIICEO, CCO1743163
MUSCIO, ARTHUR PAULFINOP, CFO1970938

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


ROC GLOBAL LLC

CRD#: 154058New York, NY 10017

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