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RM

Robert Misiolek

Some features on this profile are disabled
CRD#: 2494595
RM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Misiolek was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 18, 2009 - July 6, 2018

CALIBER INVESTMENT GROUP, LLC

RIA
CRD#: 151285
FARMINGTON, CT
Past

October 5, 2007 - June 26, 2009

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
PLANTSVILLE, CT
Past

October 5, 2007 - June 26, 2009

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
PLANTSVILLE, CT
Past

October 23, 2006 - June 13, 2007

GLOBAL PORTFOLIO STRATEGIES, INC.

RIA
CRD#: 105812
HARTFORD, CT
Past

April 30, 2005 - June 13, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
HARTFORD, CT
Past

January 7, 2005 - April 30, 2005

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

RIA
CRD#: 40596
HARTFORD, CT
Past

January 7, 2005 - April 30, 2005

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

BD
CRD#: 40596
HARTFORD, CT
Past

July 10, 1997 - January 6, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
E HARTFORD, CT
Past

July 8, 1997 - January 6, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 8, 1997 - January 6, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/1/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/28/2000
General Securities Principal Examination

Current Firm

CI
CALIBER INVESTMENT GROUP, LLC
CALIBER INVESTMENT GROUP, LLC | ZETA ADVISORY

CRD#: 151285 / SEC#:

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Contact information

Main Address
321 Main Street, Farmington, CT 06032
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

CALIBER INVESTMENT GROUP, LLC

CRD#: 151285

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