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

Robert C. Smith

Some features on this profile are disabled
CRD#: 2757295
RS

Professional summary


Robert Cameron Smith was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Robert had worked at 14 firms, which includes ICV GROUP INC., SILVER LEAF PARTNERS LLC, NATIONAL SECURITIES CORPORATION, SOURCE CAPITAL GROUP INC., CHARDAN CAPITAL MARKETS LLC, RAFFERTY CAPITAL MARKETS LLC, MAGNA, BGC FINANCIAL L.P., TOUCHPOINT SECURITIES CORP., J.P. MORGAN SECURITIES LLC, FIRST NEW YORK SECURITIES L.L.C., ELECTRONIC TRADING GROUP LLC, KNIGHT CAPITAL AMERICAS L.P., DEUTSCHE IXE LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Smith

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 23, 2020 - July 23, 2021

ICV GROUP, INC.

BD
CRD#: 294024
New York, NY
Past

February 3, 2016 - September 6, 2018

SILVER LEAF PARTNERS, LLC

BD
CRD#: 126694
NEW YORK, NY
Past

March 7, 2014 - August 28, 2015

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

November 27, 2012 - March 7, 2014

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
SCOTTSDALE, AZ
Past

October 25, 2010 - December 15, 2011

CHARDAN CAPITAL MARKETS LLC

BD
CRD#: 120128
NEW YORK, NY
Past

May 18, 2009 - October 4, 2010

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
NEW YORK, NY
Past

April 9, 2009 - April 13, 2009

MAGNA

BD
CRD#: 30935
NEW YORK CITY, NY
Past

January 7, 2009 - March 11, 2009

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

April 5, 2007 - October 24, 2008

TOUCHPOINT SECURITIES CORP.

BD
CRD#: 137224
SCOTTSDALE, AZ
Past

May 14, 2004 - November 2, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 2, 2003 - March 15, 2004

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

December 4, 2001 - March 28, 2002

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

August 27, 2001 - November 19, 2001

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

July 2, 1999 - July 24, 2001

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

September 12, 1996 - June 11, 1999

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY

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: 11/18/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/11/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IG
ICV GROUP, INC.
ICV GROUP, INC.

CRD#: 294024 / SEC#: , 8-70179

BD
Terminated by SEC on 11/22/2021
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
Mailing Address
Phone number
Established
Pennsylvania since 08/24/2017
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SMITH, ROBERT CAMERONBOARD MEMBER, CEO, CCO2757295

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


ICV GROUP, INC.

CRD#: 294024

TRUST BUT VERIFY

Monitor Robert Smith

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
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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