AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RD

Robert A. Demert

BLUE OWL SECURITIES
San Francisco, CA
Some features on this profile are disabled
CRD#: 2687294
RD

Professional summary


Robert Arthur Demert, who also goes by Robert Demert, is a registered financial professional currently at BLUE OWL SECURITIES located in San Francisco, California.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Demert

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 Arthur Demert'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

October 12, 2021 - Present

BLUE OWL SECURITIES

BD
CRD#: 283250
San Francisco, CA
Past

July 9, 2012 - September 30, 2021

COHEN & STEERS SECURITIES, LLC

BD
CRD#: 29258
NEW YORK, NY
Past

October 26, 2009 - June 21, 2012

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

January 10, 2007 - April 14, 2009

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

December 19, 2005 - January 5, 2007

CLEARBRIDGE INVESTMENTS, LLC

RIA
CRD#: 137028
NEW YORK, NY
Past

December 1, 2005 - January 5, 2007

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
SAN MATEO, CA
Past

February 10, 2004 - December 16, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
STAMFORD, CT
Past

February 10, 2004 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 10, 2003 - January 28, 2004

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

July 30, 2002 - January 15, 2003

FISHER INVESTMENTS

RIA
CRD#: 107342
HYPOLUXO, FL
Past

August 25, 2000 - June 12, 2002

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

March 4, 1997 - June 12, 2000

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

December 11, 1995 - February 26, 1996

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, 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
(1/14/2025)
RR
Alaska
(1/14/2025)
RR
Arizona
(1/14/2025)
RR
Arkansas
(1/14/2025)
RR
California
(1/14/2025)
RR
Colorado
(1/14/2025)
RR
Connecticut
(1/14/2025)
RR
Delaware
(1/14/2025)
RR
District of Columbia
(1/14/2025)
RR
Florida
(1/14/2025)
RR
Georgia
(1/14/2025)
RR
Hawaii
(1/14/2025)
RR
Idaho
(1/14/2025)
RR
Illinois
(1/14/2025)
RR
Indiana
(1/14/2025)
RR
Iowa
(1/14/2025)
RR
Kansas
(1/14/2025)
RR
Kentucky
(1/14/2025)
RR
Louisiana
(1/14/2025)
RR
Maine
(1/14/2025)
RR
Maryland
(1/14/2025)
RR
Massachusetts
(1/14/2025)
RR
Michigan
(1/14/2025)
RR
Minnesota
(1/14/2025)
RR
Mississippi
(1/14/2025)
RR
Missouri
(1/14/2025)
RR
Montana
(1/14/2025)
RR
Nebraska
(1/14/2025)
RR
Nevada
(1/14/2025)
RR
New Hampshire
(1/14/2025)
RR
New Jersey
(10/12/2021)
RR
New Mexico
(1/14/2025)
RR
New York
(10/12/2021)
RR
North Carolina
(1/14/2025)
RR
North Dakota
(1/14/2025)
RR
Ohio
(1/21/2025)
RR
Oklahoma
(1/14/2025)
RR
Oregon
(1/14/2025)
RR
Pennsylvania
(1/14/2025)
RR
Puerto Rico
(1/14/2025)
RR
Rhode Island
(1/14/2025)
RR
South Carolina
(1/14/2025)
RR
South Dakota
(1/14/2025)
RR
Tennessee
(1/14/2025)
RR
Texas
(1/14/2025)
RR
Utah
(1/14/2025)
RR
Vermont
(1/14/2025)
RR
Virginia
(1/14/2025)
RR
Washington
(1/14/2025)
RR
West Virginia
(1/14/2025)
RR
Wisconsin
(1/14/2025)
RR
Wyoming
(1/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/3/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BO
BLUE OWL SECURITIES
BLUE OWL SECURITIES | OWL ROCK SECURITIES | OWL ROCK CAPITAL SECURITIES LLC | BLUE OWL SECURITIES LLC

CRD#: 283250 / SEC#: , 8-69744

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
375 Park Avenue, New York, NY 10152
Mailing Address
375 Park Avenue 4th Floor, New York, NY 10152
Phone number
(212) 419-3000
Established
Delaware since 12/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
BLUE OWL CAPITAL GROUP LLCSOLE MEMBER
AMATO, KERRI ANNCHIEF COMPLIANCE OFFICER4710835
CONNOR, SEAN RICHARDPRESIDENT AND CHIEF EXECUTIVE OFFICER6019182
DIRESTA, ANDREWFINOP7459031

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


BLUE OWL SECURITIES

CRD#: 283250San Francisco, CA

TRUST BUT VERIFY

Monitor Robert Demert

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.