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Robert Ralph Buonanno

AIF®
GENESIS FINANCIAL GROUP
PARAMUS, NJ
·CRD# 3058994·28 years experience

Professional Summary

Robert Ralph Buonanno, AIF® is a registered financial advisor currently at GENESIS FINANCIAL GROUP, LLC located in Paramus, New Jersey. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

28 years in the financial services industry

Current & Past Employments

GENESIS FINANCIAL GROUP, LLC·CRD# 327996
RIA
80 W Century Road Suite 303, Paramus, NJ 07652
March 26, 2025 - Present
GENESIS FINANCIAL GROUP, LLC·CRD# 327996
RIA
Mahwah, NJ
February 14, 2024 - April 26, 2024
SKYVIEW FINANCIAL GROUP, LLC·CRD# 310581
RIA
Mahwah, NJ
January 5, 2024 - August 21, 2025
B. RILEY WEALTH MANAGEMENT·CRD# 2543
BD
Paramus, NJ
July 22, 2022 - January 5, 2024
B. RILEY WEALTH ADVISORS, INC.·CRD# 115927
RIA
Paramus, NJ
February 12, 2020 - January 5, 2024
NATIONAL SECURITIES CORPORATION·CRD# 7569
BD
Paramus, NJ
February 6, 2020 - July 22, 2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
Ramsey, NJ
March 6, 2009 - February 14, 2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
Ramsey, NJ
March 6, 2009 - February 14, 2020
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Paramus, NJ
February 20, 2008 - March 26, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Paramus, NJ
January 24, 2005 - March 26, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Paramus, NJ
May 17, 2001 - February 3, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
July 27, 1999 - February 3, 2005
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
July 16, 1998 - July 23, 1999

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Current Firm

GF
GENESIS FINANCIAL GROUP, LLC

GENESIS FINANCIAL GROUP, LLC | LEGACY TCP ADVISORY SERVICES

CRD#: 327996 / SEC#: 801-131745
RIA
Registered Investment Advisory firm - SEC (1/10/2025 Approved)

Contact Information

Main Address

80 W Century Road Suite 303, Paramus, NJ 07652

Phone Number

(551) 284-4023

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

224

AUM (Assets Under Management)

$171,310,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Legacy Trust and Capital Partners: Referral Services; Not Investment Related; 5 HRS/Month

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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".
GF
GENESIS FINANCIAL GROUP, LLC

GENESIS FINANCIAL GROUP, LLC | LEGACY TCP ADVISORY SERVICES

CRD#: 327996 / SEC#: 801-131745
RIA
Registered Investment Advisory firm - SEC (1/10/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New Jersey
(3/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Apr 2002About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jul 1998About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Ralph Buonanno's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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