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RC

Robyn L. Conarro

CRD#: 3055459
Some features on this profile are disabled
RC
Robyn Leslie Conarro

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.

Robyn Leslie Conarro, who also goes by Robyn Conarro, was a registered financial professional .

Robyn is a previously registered financial professional and started their career in finance in 1998. Robyn had worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robyn Conarro

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

December 16, 2021 - March 21, 2025

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
TAMARAC, FL
Past

December 13, 2021 - March 21, 2025

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

January 7, 2021 - September 10, 2021

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
FORT LAUDERDALE, FL
Past

January 6, 2021 - September 10, 2021

OPPENHEIMER & CO. INC.

BD
CRD#: 249
FORT LAUDERDALE, FL
Past

August 24, 2018 - December 31, 2020

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
FORT LAUDERDALE, FL
Past

April 27, 2018 - December 31, 2020

OPPENHEIMER & CO. INC.

BD
CRD#: 249
FORT LAUDERDALE, FL
Past

March 4, 2013 - April 26, 2018

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 1, 2011 - February 3, 2011

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

October 15, 2009 - October 28, 2009

POLAR INVESTMENT COUNSEL, INC.

BD
CRD#: 42847
BOCA RATON, FL
Past

April 27, 2009 - August 28, 2009

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

BD
CRD#: 128904
CORAL SPRINGS, FL
Past

September 5, 2007 - July 9, 2008

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
BOYNTON BEACH, FL
Past

October 25, 2006 - March 5, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

October 12, 2004 - November 24, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 16, 2000 - March 24, 2003

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

August 26, 1998 - September 29, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)

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
IAR
Series 66
Date: 8/22/2018
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/25/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/14/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 9/28/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 1/11/2010
NFA Branch Manager Examination

Current Firm

RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
Loading...

Contact information

Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 3.21.2025 (3/31/2025)
ADV II 3.21.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,958
AUM (Assets Under Management)$ 343,465,487

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

REALTA INVESTMENT ADVISORS, INC

CRD#: 134952

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