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

Robert C. Ingardia

Some features on this profile are disabled
CRD#: 2766649
RI

Professional summary


Robert Charles Ingardia was barred by the SEC 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 1997. Prior to being barred, Robert had worked at 6 firms, which includes JOSEPH STEVENS & CO. INC., MASON HILL & CO. INC., EQUITRADE SECURITIES CORPORATION, BARRON CHASE SECURITIES INC., ABBEY-ASHFORD SECURITIES INC., LT LAWRENCE & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Ingardia

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

April 16, 2001 - September 6, 2001

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

January 19, 2000 - April 4, 2001

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

June 9, 1999 - January 6, 2000

EQUITRADE SECURITIES CORPORATION

BD
CRD#: 29558
LAKE FOREST, CA
Past

April 24, 1998 - February 26, 1999

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

February 9, 1998 - April 24, 1998

ABBEY-ASHFORD SECURITIES, INC.

BD
CRD#: 17650
Past

April 29, 1997 - December 17, 1997

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
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: 3/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JS
JOSEPH STEVENS & CO., INC.
FABIO MIGLIACCIO | JOSEPH STEVENS & COMPANY, L.P. | JOSEPH STEVENS & COMPANY, INC. | JOSEPH STEVENS & CO., INC.

CRD#: 35459 / SEC#: , 8-46901

BD
Terminated by SEC on 08/22/2008
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
New York since 10/12/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARKOWITZ, STEVEN ALANPRESIDENT/CHAIRMAN1299315
SORBARA, JOSEPHCHIEF EXECUTIVE OFFICER1001403
CHUDNOFF, LINDA EPPOLITOCHIEF COMPLIANCE OFFICER AND SENIOR REGISTERED OPTIONS PRINCIPAL1332998
TINGOLI, MARIACHIEF FINANCIAL OFFICER1598620

Disclosures


Regulatory Event7
Arbitration10

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


JOSEPH STEVENS & CO., INC.

CRD#: 35459

TRUST BUT VERIFY

Monitor Robert Ingardia

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