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RN

Robert A. Newman

AMERICAN HERITAGE SECURITIES
Akron, OH 44308
Some features on this profile are disabled
CRD#: 4134034
RN

Professional summary

Robert Allan Newman is a registered financial professional currently at AMERICAN HERITAGE SECURITIES, INC. located in Akron, Ohio.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2021. Robert has worked at 1 firm and has passed the Series 7TO and SIE 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) - BD

Click below to view Robert Allan Newman'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

August 31, 2021 - Present

AMERICAN HERITAGE SECURITIES, INC.

Office #1: 50 S Main St Suite 1210, Akron, OH 44308
BD
CRD#: 29678
Akron, OH

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
Ohio
(9/3/2021)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/12/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AH
AMERICAN HERITAGE SECURITIES, INC.
AMERICAN HERITAGE SECURITIES, INC.

CRD#: 29678 / SEC#: , 8-44466

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

Main Address
50 S Main St Suite 1210, Akron, OH 44308-1831
Mailing Address
50 S Main St Suite 1210, Akron, OH 44308-1831
Phone number
(330) 374-1932
Established
Ohio since 01/02/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 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#
THOMAS, JEFFREY CRAIGPRESIDENT, CCO2095554
INGRAHAM, EDGAR GREYVICE PRESIDENT1092775
WEINREICH, BRIAN KEITHROP3166179

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

AMERICAN HERITAGE SECURITIES, INC.

CRD#: 29678Akron, OH 44308

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