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RC

Robert L. Canzani

SAIPH CAPITAL
Wyckoff, NJ 07481
Some features on this profile are disabled
CRD#: 4450771
RC

Professional summary

Robert Lyn Canzani is a registered financial advisor currently at SAIPH CAPITAL, LLC located in Wyckoff, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 55, Series 7, Series 21 and Series 25 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Robert Lyn Canzani'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

February 25, 2021 - Present

SAIPH CAPITAL, LLC

Office #1: 244 Everett Avenue, Wyckoff, NJ 07481
RIA
CRD#: 312119
Wyckoff, NJ
Past

July 8, 2013 - February 18, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MORRISTOWN, NJ
Past

June 21, 2013 - February 18, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MORRISTOWN, NJ
Past

November 14, 2011 - June 14, 2013

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

December 4, 2007 - November 14, 2011

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

September 4, 2001 - November 14, 2011

REDI GLOBAL TECHNOLOGIES LLC

BD
CRD#: 41924
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SAIPH CAPITAL, LLC
NEVE ADVISORS, LLC | SAIPH CAPITAL, LLC

CRD#: 312119 / SEC#: 801-120196

RIA
Registered Investment Advisory firm - (1/17/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/25/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/3/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 2/1/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 7/18/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 21
Date: 1/23/2003
NYSE Front Line Specialist Clerk
General Industry/Product Exam
RR
Series 25
Date: 5/9/2002
NYSE Trading Assistant Examination

Current Firm

SC
SAIPH CAPITAL, LLC
NEVE ADVISORS, LLC | SAIPH CAPITAL, LLC

CRD#: 312119 / SEC#: 801-120196

RIA
Registered Investment Advisory firm - (1/17/2021 Approved)
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Contact information

Main Address
244 Everett Avenue, Wyckoff, NJ 07481
Mailing Address
Phone number
(201) 215-0199
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR SAIPH CAPITAL, LLC (5/21/2025)

Regulatory assets under management

Total Number of Accounts648
AUM (Assets Under Management)$ 361,442,038

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

SAIPH CAPITAL, LLC

CRD#: 312119Wyckoff, NJ 07481

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