Robert C. Burleigh
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.
Robert Cyril Burleigh JR, who also goes by Bob Burleigh Jr, Bob Burleigh, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1970. Robert had worked at 8 firms and has passed the Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 8, 2006 - February 20, 2009
SYCAMORE FINANCIAL ADVISORS, INC.
June 9, 2004 - December 31, 2025
BDC ADVISORY, LLC
September 10, 1996 - January 3, 2012
B. RILEY WEALTH MANAGEMENT
January 9, 1990 - November 28, 1998
PROGRESSIVE CAPITAL SECURITIES CORPORATION
March 23, 1987 - January 19, 1990
PORTER, WHITE & COMPANY, INC.
March 11, 1987 - April 2, 1987
METROPOLITAN FINANCIAL CORPORATION
July 15, 1985 - March 18, 1987
PROGRESSIVE CAPITAL SECURITIES CORPORATION
November 9, 1983 - June 13, 1985
GARDNER SECURITIES, INC.
November 17, 1970 - November 7, 1983
THE O.N. EQUITY SALES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 4/9/1968
Registered Representative ExaminationCurrent Firm
SYCAMORE FINANCIAL ADVISORS, INC.
CRD#: 108628 / SEC#: 801-55650
Contact information
Regulatory assets under management
| Total Number of Accounts | 230 |
| AUM (Assets Under Management) | $ 91,825,624 |
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.
