AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SI

Steven D. Israel

Some features on this profile are disabled
CRD#: 3259618
SI

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.

Steven Dean Israel was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1999. Steven had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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

November 14, 2016 - October 17, 2017

RNR SECURITIES, L.L.C.

BD
CRD#: 43689
EAST MEADOW, NY
Past

March 6, 2014 - December 2, 2014

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

June 15, 2010 - February 24, 2014

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
FARMINGVILLE, NY
Past

February 10, 2010 - June 16, 2010

RNR SECURITIES, L.L.C.

BD
CRD#: 43689
EAST MEADOW, NY
Past

January 12, 2007 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 12, 2007 - July 21, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ELMSFORD, NY
Past

July 19, 2006 - January 18, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MELVILLE, NY
Past

March 14, 2006 - May 30, 2006

GUGGENHEIM INVESTMENTS

RIA
CRD#: 129288
LISLE, IL
Past

March 14, 2006 - May 30, 2006

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

January 31, 2005 - March 28, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
MORRISTOWN, NJ
Past

August 26, 1999 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

August 26, 1999 - March 28, 2006

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX

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: 1/29/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/25/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RS
RNR SECURITIES, L.L.C.
RNR SECURITIES, L.L.C.

CRD#: 43689 / SEC#: , 8-50366

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1802 Hempstead Tpke, East Meadow, NY 11554-1032
Mailing Address
1802 Hempstead Tpke, East Meadow, NY 11554-1032
Phone number
(516) 222-8875
Established
New York since 04/28/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (42 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#
ROMEO, WILLIAM VITOPRESIDENT/CEO1041846
AKERMAN, ALBERTFINANCIAL OPERATIONS PRINCIPAL1699114
PRAINO, NANCY ANNCCO2438695

Disclosures

Regulatory Event4

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

RNR SECURITIES, L.L.C.

CRD#: 43689

TRUST BUT VERIFY

Monitor Steven Israel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics