Robert P. Levey
Professional summary
Robert Patrick Levey is a registered financial professional currently at FIRST LIBERTIES FINANCIAL located in Tampa, Florida.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 4 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Patrick Levey's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2017 - Present
FIRST LIBERTIES FINANCIAL
Office #1: 2915 N. Boulevard Suite A, Tampa, FL 33602June 2, 2010 - January 3, 2017
SENTINEL BROKERS COMPANY, INC.
May 16, 2001 - June 1, 2010
CHAPDELAINE TULLETT PREBON, LLC
July 16, 1999 - January 14, 2000
CAMBRIDGE CAPITAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2017)
Exams
Series 52TO
Date: 9/5/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
FIRST LIBERTIES FINANCIAL
CRD#: 14432 / SEC#: , 8-30673
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PELION FINANCIAL GROUP, INC. | OWNER | |
| BERGMAN, HILARY GUY | DIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER | 1834738 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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