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Robert William Croce

KILEY PARTNERS
DELRAY BEACH, FL
·CRD# 2743650·30 years experience

Professional Summary

Robert William Croce, who also goes by Bob Croce, is a registered financial advisor currently at KILEY PARTNERS, INC. located in Delray Beach, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Croce

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

KILEY PARTNERS, INC.·CRD# 37814
BD
Delray Beach, FL
October 2, 1997 - Present
LM CAPITAL SECURITIES, INC.·CRD# 30595
BD
West Palm Beach, FL
August 11, 1998 - October 26, 2000
FMSBONDS, INC.·CRD# 7793
BD
Boca Raton, FL
October 17, 1996 - July 7, 1997
KILEY PARTNERS, INC.·CRD# 37814
BD
Henderson, NV
May 22, 1996 - July 9, 1996

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Current Firm

KP
KILEY PARTNERS, INC.

KILEY CAPITAL, INC. | KILEY, BLOEMERS, INC. | KILEY PARTNERS, INC.

CRD#: 37814 / SEC#: 8-48050
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

16 Bel Giorno Court, Henderson, NV 89011

Mailing Address

35 E Horizon Ridge Pkwy Ste 110, Box 3039, Henderson, NV 89002

Phone Number

(561) 758-3039

Established

Illinois since 12/09/1994

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
KILEY, MICHAEL DOUGLASC.E.O., FINOP, CCO, COO1550462

Disclosures

Regulatory Event

4

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(10/9/1997)
RR
Tennessee
(10/19/2006)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1997About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1996About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2011About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert William Croce's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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