Robert L. Sansone

BLUE HORIZON EQUITY

PITTSFORD, NY 14534

CRD#: 410627

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Professional summary

Robert Louis Sansone, who also goes by Bob Sansone, Robert L Sansone, is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Pittsford, New York and CETERA WEALTH SERVICES, LLC located in Pittsford, New York.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Robert has worked at 8 firms and has passed the Series 7TO, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Sansone | Robert L Sansone

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) - RIA

Click below to view Robert Louis Sansone'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

June 25, 2026 - Present

BLUE HORIZON EQUITY, INC.

Office #1: 55 Sully's Trail Suite F, Pittsford, NY 14534

RIA

CRD#: 341095

PITTSFORD, NY

Current

May 15, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 55 Sully's Trail Suite F, Pittsford, NY 14534

CRD#: 13572

Pittsford, NY

Past

October 11, 2024 - May 21, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Pittsford, NY

Past

October 11, 2024 - May 21, 2026

OSAIC WEALTH, INC.

CRD#: 23131

Pittsford, NY

Past

July 19, 2021 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

July 25, 2014 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Pittsford, NY

Past

June 1, 2005 - July 29, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

PITTSFORD, NY

Past

January 2, 1973 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

January 2, 1973 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Connecticut
(6/11/2026)

Florida
(5/15/2026)

Georgia
(5/19/2026)

Massachusetts
(6/2/2026)

New York
(5/18/2026)

IAR

New York
(6/25/2026)

West Virginia
(6/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 12/19/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/22/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

CRD#: 341095 / SEC#: 801-136098

RIA

Registered Investment Advisory firm - (5/6/2026 120-Day Approval)

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Contact information

Main Address

55 Sully's Trail Suite F, Pittsford, NY 14534

Mailing Address

Phone number

+1 (585) 641-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (3/31/2026)

BLUE HORIZON - APPENDIX 1 WRAP PROGRAM BROCHURE (3/31/2026)

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert L. Sansone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Louis Sansone's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 12/19/1972

Series 24

Date: 9/22/1998

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BLUE HORIZON EQUITY, INC.

TRUST BUT VERIFY

Contact information

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