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RT

Robert J. Thornton

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CRD#: 446447
RT

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 James Thornton, who also goes by James R Thornton, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1967. Robert had worked at 9 firms and has passed the Series 63, SIE, Series 000, Series 1, Series 8 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James R Thornton

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 1, 2000 - November 9, 2018

TOCQUEVILLE SECURITIES L.P.

BD
CRD#: 26001
NEW YORK, NY
Past

December 18, 1989 - May 12, 2000

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

December 23, 1987 - December 21, 1989

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

May 19, 1978 - August 20, 1979

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

April 3, 1978 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

July 28, 1977 - February 21, 1978

KUHN LOEB & CO. INCORPORATED

BD
CRD#: 2485
Past

July 28, 1977 - January 2, 1979

KUHN, LOEB & CO. INTERNATIONAL

BD
CRD#: 2486
Past

September 16, 1970 - August 23, 1977

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
Past

July 28, 1967 - February 10, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 000
Date: 7/28/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 12/14/1964
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/8/1988
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 40
Date: 3/13/1970
Registered Principal Examination

Current Firm


TS
TOCQUEVILLE SECURITIES L.P.
LEPERCQ, DE NEUFLIZE/TOCQUEVILLE SECURITIES, L.P. | TOCQUEVILLE SECURITIES L.P.

CRD#: 26001 / SEC#: , 8-42223

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


Main Address
40 West 57th Street 19th Floor, New York, NY, 10019
Mailing Address
40 West 57th Street 19th Floor, New York, NY, 10019
Phone number
(212) 698-0800
Established
Delaware since 01/04/1990
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
TOCQUEVILLE ASSET MANAGEMENT L.P.LIMITED PARTNER
CHUN, YUEN NAFINOP2219603
GRAHAM, KELSEY DUBOIS IIICHIEF COMPLIANCE OFFICER5976494
KLEINSCHMIDT, ROBERT WILLIAMCEO & GSP855215
SCHLESINGER, SCOTT IRAPRESIDENT, CHIEF OPERATING OFFICER & GSP1252675
TOCQUEVILLE MANAGEMENT CORPORATIONGENERAL PARTNER

Disclosures


Regulatory Event4

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


TOCQUEVILLE SECURITIES L.P.

CRD#: 26001

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