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

Robert A. Muh

SUTTER SECURITIES
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 342170
RM

Professional summary


Robert A Muh, who also goes by Robert Muh, is a registered financial professional currently at SUTTER SECURITIES INCORPORATED located in Irvine, California.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1971. Robert has worked at 6 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 99TO, SIE, Series 7, Series 18, Series 41, Series 24, Series 4 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Muh

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) - BD


Click below to view Robert A Muh'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®
None

Experience


Current

March 7, 2025 - Present

SUTTER SECURITIES INCORPORATED

Office #1: 6 Venture Suite 395, Irvine, CA 92618
BD
CRD#: 30770
Irvine, CA
Past

July 12, 2017 - March 28, 2019

CALDWELL SUTTER CAPITAL, INC.

BD
CRD#: 10489
SAUSALITO, CA
Past

December 7, 1998 - March 16, 2020

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
SAN FRANCISCO, CA
Past

September 7, 1995 - August 13, 1997

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

March 27, 1972 - April 13, 1974

NEWBURGER, LOEB SECURITIES, INC.

BD
CRD#: 259
Past

January 3, 1972 - May 18, 1973

KAYNE, MUH & CO.

BD
CRD#: 1000003
Past

October 15, 1971 - November 17, 1972

NEWBURGER, LOEB & CO., INC.

BD
CRD#: 618
Past

February 8, 1971 - July 14, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
Series 63
Date: 11/10/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/10/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/10/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/10/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 18
Date: 12/11/1978
Securities Industry Rules and Regulations Examination
General Industry/Product Exam
RR
Series 41
Date: 2/8/1971
NYSE Allied Member Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 2/8/1971
Registered Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SS
SUTTER SECURITIES INCORPORATED
S & D SECURITIES, INC. | SUTTER SECURITIES, INC. | SUTTER SECURITIES INCORPORATED

CRD#: 30770 / SEC#: , 8-45158

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles 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
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Mailing Address
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Phone number
(415) 352-6300
Established
California since 07/22/1992
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (50 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#
SUTTER SECURITIES GROUP INC (FORMERLY FINTECH GLOBAL MARKETS)SHAREHOLDER
BULL, ROBERT LEE IVFINOP1521134
CHOMATIL, NEHRU SUBRAMANIANCHIEF COMPLIANCE OFFICER2342004
MALEY, ROBERT ANDREWEXECUTIVE VICE PRESIDENT2442794
MATTHEWS, GILBERT ELLIOTTSR. MANAGING DIRECTOR, DIRECTOR, CHAIRMAN
SMITH, LINCOLN JOSEPH JRPRESIDENT, CEO2501422

Disclosures


Regulatory Event1
Bond1

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


SUTTER SECURITIES INCORPORATED

CRD#: 30770Irvine, CA 92618

TRUST BUT VERIFY

Monitor Robert Muh

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

Similar Advisors


Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
footer-logo

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