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RZ

Robert Zegarra

HEG SECURITIES
GREENWICH, CT 06830
Some features on this profile are disabled
CRD#: 4081853
RZ

Professional summary


Robert Zegarra, who also goes by Rob Zegarra, is a registered financial professional currently at HEG SECURITIES, LLC located in Greenwich, Connecticut.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 10 firms and has passed the Series 63, Series 3, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Zegarra

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 Zegarra's 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

October 15, 2025 - Present

HEG SECURITIES, LLC

Office #1: 660 Steamboat Road 4th Floor, Greenwich, CT 06830
BD
CRD#: 330096
GREENWICH, CT
Past

December 10, 2024 - September 2, 2025

ODEON CAPITAL GROUP LLC

BD
CRD#: 148493
NEW YORK, NY
Past

January 9, 2023 - November 20, 2024

STONEX FINANCIAL INC.

BD
CRD#: 45993
NEW YORK, NY
Past

May 13, 2015 - December 14, 2022

ODEON CAPITAL GROUP LLC

BD
CRD#: 148493
NEW YORK, NY
Past

September 27, 2012 - May 21, 2015

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
NEW YORK, NY
Past

June 29, 2011 - October 22, 2012

ACGM, INC.

BD
CRD#: 29705
NEW YORK, NY
Past

May 17, 2011 - June 8, 2011

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

September 7, 2009 - February 28, 2011

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
NEW YORK, NY
Past

October 10, 2008 - March 17, 2009

STANDARD CHARTERED SECURITIES NORTH AMERICA LLC

BD
CRD#: 130847
NEW YORK, NY
Past

May 5, 2005 - October 13, 2006

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

April 22, 2005 - October 17, 2006

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

February 9, 2004 - April 27, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(10/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/9/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HEG SECURITIES, LLC
HEG SECURITIES, LLC

CRD#: 330096 / SEC#: , 8-71212

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
660 Steamboat Road 4th Floor, Greenwich, CT 06830
Mailing Address
660 Steamboat Road 4th Floor, Greenwich, CT 06830
Phone number
(203) 971-0730
Established
Delaware since 11/29/2023
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HEG FINANCIAL, LLCPARENT
BOND, JAMES MICHAELCHIEF COMPLIANCE OFFICER4714631
CERCY, CHRISTOPHER DANIELCHIEF EXECUTIVE OFFICER4459339
STAMOVA, ILINAPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, AND FINOP5500851

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


HEG SECURITIES, LLC

CRD#: 330096Greenwich, CT 06830

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