Robert Lyn Canzani
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
NEVE ADVISORS, LLC | SAIPH CAPITAL, LLC
Contact Information
Main Address
244 Everett Avenue, Wyckoff, NJ 07481Phone Number
(201) 215-0199# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
697AUM (Assets Under Management)
$459,360,019Similar Advisors
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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.
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Primary Firm SEC Registration
NEVE ADVISORS, LLC | SAIPH CAPITAL, LLC
State Registrations and Notice Filings
(2/25/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2011Series 21 — NYSE Front Line Specialist Clerk
Passed Jan 2003Series 25 — NYSE Trading Assistant Examination
Passed May 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Lyn Canzani's CRS (Customer Relationship Summary).
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