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Robert G. Catalanello

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CRD#: 3017853
RC

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 Gerard Catalanello was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 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

September 6, 2023 - June 13, 2024

CULTIVATE CAPITAL GROUP, LLC

BD
CRD#: 300634
BRIDGEWATER, NJ
Past

April 3, 2018 - November 25, 2020

BCW SECURITIES LLC

BD
CRD#: 144930
WESTPORT, CT
Past

November 29, 2006 - June 20, 2016

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

April 19, 2002 - September 11, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 10, 1998 - April 16, 2002

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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: 7/13/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/7/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/7/2023
General Securities Sales Supervisor - Options Module Examination

Current Firm

CC
CULTIVATE CAPITAL GROUP, LLC
BW NETWORK SECURITIES, LLC | CULTIVATE CAPITAL, LLC | CULTIVATE CAPITAL GROUP, LLC

CRD#: 300634 / SEC#: , 8-70293

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
859 Madison Avenue, Bridgewater, NJ 08807
Mailing Address
859 Madison Avenue, Bridgewater, NJ 08807
Phone number
(551) 279-3744
Established
Delaware since 12/11/2018
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 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#
FLYOVER HOLDINGS, LLCSOLE MEMBER
BLISS, RUSSELL KEITHCEO/CCO3275831
HOTTENROTH, MARY HELEN THERESEFINOP6600352

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

CULTIVATE CAPITAL GROUP, LLC

CRD#: 300634

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