Robert R. Buonanno

GENESIS FINANCIAL GROUP

PARAMUS, NJ 07652

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CRD#: 3058994

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 26, 2025 - Present

GENESIS FINANCIAL GROUP, LLC

Office #1: 80 W Century Road Suite 303, Paramus, NJ 07652

RIA

CRD#: 327996

PARAMUS, NJ

Past

February 14, 2024 - April 26, 2024

GENESIS FINANCIAL GROUP, LLC

RIA

CRD#: 327996

MAHWAH, NJ

Past

January 5, 2024 - August 21, 2025

SKYVIEW FINANCIAL GROUP, LLC

RIA

CRD#: 310581

Mahwah, NJ

Past

July 22, 2022 - January 5, 2024

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

Paramus, NJ

Past

February 12, 2020 - January 5, 2024

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

PARAMUS, NJ

Past

February 6, 2020 - July 22, 2022

NATIONAL SECURITIES CORPORATION

CRD#: 7569

Paramus, NJ

Past

March 6, 2009 - February 14, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

RAMSEY, NJ

Past

March 6, 2009 - February 14, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

RAMSEY, NJ

Past

February 20, 2008 - March 26, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PARAMUS, NJ

Past

January 24, 2005 - March 26, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PARAMUS, NJ

Past

May 17, 2001 - February 3, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PARAMUS, NJ

Past

July 27, 1999 - February 3, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 16, 1998 - July 23, 1999

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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".

GENESIS FINANCIAL GROUP, LLC

GENESIS FINANCIAL GROUP, LLC | LEGACY TCP ADVISORY SERVICES

CRD#: 327996 / SEC#: 801-131745

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 3/8/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/18/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/14/1998

General Securities Representative Examination

Current Firm

GENESIS FINANCIAL GROUP, LLC

GENESIS FINANCIAL GROUP, LLC | LEGACY TCP ADVISORY SERVICES

CRD#: 327996 / SEC#: 801-131745

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

80 W Century Road Suite 303, Paramus, NJ 07652

Mailing Address

Phone number

(551) 284-4023

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 102,000,000

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.

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Firm Stability Insights

Robert R. Buonanno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GENESIS FINANCIAL GROUP, LLC

SKYVIEW FINANCIAL GROUP, LLC

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PERSHING LLC

Primary Firm SEC Registration

GENESIS FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2001

Series 63

Date: 9/2/1998

SIE

Date: 10/1/2018

Series 31

Date: 4/18/2002

Series 7

Date: 7/14/1998

Current Firm

GENESIS FINANCIAL GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENESIS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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