Robert Tamburri
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 Tamburri, who also goes by Rob Tamburri, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2000. Robert had worked at 5 firms and has passed the Series 66, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 7, 2011 - August 21, 2012
BLUECHIP WEALTH ADVISORS LLC
January 31, 2011 - August 22, 2012
TRIAD ADVISORS LLC
May 6, 2003 - August 31, 2009
JOYN ADVISORS, INC.
October 7, 2002 - April 14, 2005
WILLIAMS BENATOR & LIBBY FINANCIAL SERVICES, LLC
August 3, 2000 - July 17, 2009
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
BLUECHIP WEALTH ADVISORS LLC
CRD#: 150008 / SEC#: 801-115105
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
Current Firm
BLUECHIP WEALTH ADVISORS LLC
CRD#: 150008 / SEC#: 801-115105
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 637,012,604 |
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.
