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AR

Alexander R. Robarts

FREDERICKS MICHAEL SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 2538882
AR

Professional summary


Alexander Reid Robarts is a registered financial professional currently at FREDERICKS MICHAEL SECURITIES, INC. located in New York, New York.

Alexander is registered as a RR (Registered Representative) and started their career in finance in 1994. Alexander has worked at 5 firms and has passed the Series 63, SIE, Series 86, Series 87, Series 7 and Series 24 exams.

top-8-questions

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) - BD


Click below to view Alexander Reid Robarts'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

December 6, 2023 - Present

FREDERICKS MICHAEL SECURITIES, INC.

Office #1: 430 Park Avenue 8th Floor, New York, NY 10022
BD
CRD#: 46725
New York, NY
Past

August 18, 2020 - September 22, 2023

SAFRA SECURITIES LLC

BD
CRD#: 47873
NEW YORK, NY
Past

May 1, 2012 - November 13, 2019

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 12, 1995 - December 16, 2011

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

October 4, 1994 - March 15, 1995

BBVA INVESTMENTS INC.

BD
CRD#: 31769
HOUSTON, TX

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
(12/12/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 5/21/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FM
FREDERICKS MICHAEL SECURITIES, INC.
FM VENTURES, INC. | FREDERICKS MICHAEL SECURITIES, INC.

CRD#: 46725 / SEC#: , 8-51512

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


Main Address
430 Park Avenue 8th Floor, New York, NY 10022
Mailing Address
430 Park Avenue 8th Floor, New York, NY 10022
Phone number
(212) 732-1600
Established
New York since 05/17/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FREDERICKS MICHAEL & CO.SHAREHOLDER
CARABERIS, GEORGE PETERDIRECTOR, SHAREHOLDER, SECRETARY3173570
DAVIES, BLAKE ANTHONYDIRECTOR, SHAREHOLDER1818403
HALL, CAREY MEREDITHDIRECTOR, SHAREHOLDER
NIXON, JON ALANFINOP4710715
SMULEVITZ, CHARLES DAVIDCHIEF COMPLIANCE OFFICER5099387

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


FREDERICKS MICHAEL SECURITIES, INC.

CRD#: 46725New York, NY 10022

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