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

Robert M. Bowe

Some features on this profile are disabled
CRD#: 27145
RB

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 Michael Bowe was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1972. Robert had worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 53 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)


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

January 3, 2007 - March 10, 2020

CHATSWORTH SECURITIES LLC

BD
CRD#: 40804
GREENWICH, CT
Past

September 23, 2005 - February 8, 2007

SBK-BROOKS INVESTMENT CORP.

BD
CRD#: 35851
NEW YORK, NY
Past

October 29, 1999 - July 24, 2001

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

September 10, 1998 - July 13, 1999

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

June 21, 1993 - June 20, 1997

J.J. KENNY DRAKE, INC.

BD
CRD#: 7118
NEW YORK, NY
Past

February 28, 1992 - June 2, 1993

SECURITY DEALERS GUILD, INC.

BD
CRD#: 28437
RYE BROOK, NY
Past

March 7, 1990 - September 13, 1990

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 17, 1989 - March 31, 1990

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

December 27, 1983 - January 12, 1989

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

April 2, 1980 - December 23, 1983

WESTPAC POLLOCK & CO. INC.

BD
CRD#: 901
Past

November 2, 1979 - December 9, 1979

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

June 20, 1979 - August 17, 1979

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

April 5, 1976 - June 27, 1978

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
Past

May 18, 1972 - March 28, 1976

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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
RR
Series 63
Date: 3/27/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/15/1972
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CHATSWORTH SECURITIES LLC
CHATSWORTH SECURITIES LLC | CHATSWORTH SECURITIES, LLC

CRD#: 40804 / SEC#: 801-120061, 8-49199

BD
Broker-Dealer Firm Regulated by FINRA (Boston 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
95 East Putnam Avenue, Greenwich, CT 06830
Mailing Address
95 East Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 629-2612
Established
New York since 03/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
30

FINRA licenses (6 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DIFIORE, RALPH RAYMONDSENIOR MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / AML OFFICER / CHIEF EXECUTIVE OFFICER1913027
FULVIO, GENNARO JOHNFINOP2435828
MACLEAN, DANIEL CRAWFORDSENIOR MANAGING DIRECTOR1467579
MATCOVSKY, JOEL JAYSENIOR MANAGING DIRECTOR1769496
THE ESTATE OF CURTIS E. GOWDYESTATE

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


CHATSWORTH SECURITIES LLC

CRD#: 40804

TRUST BUT VERIFY

Monitor Robert Bowe

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.
Powered ByAIRM Analytics