Sourna A. Daneshvar
Professional summary
Sourna Ali-reza Daneshvar, who also goes by Sourna A Daneshvar, is a registered financial professional currently at ROBERTS & RYAN, INC. located in New York, New York.
Sourna is registered as a RR (Registered Representative) and started their career in finance in 2003. Sourna has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 17 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sourna Ali-reza Daneshvar's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 25, 2026 - Present
ROBERTS & RYAN, INC.
Office #1: 39 Broadway, Suite 610, New York, NY 10006-3003June 7, 2021 - July 29, 2025
AON SECURITIES LLC
July 13, 2015 - May 18, 2021
CITIGROUP GLOBAL MARKETS INC.
January 9, 2003 - June 22, 2004
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/25/2026)
Exams
Series 79TO
Date: 3/27/2023
Investment Banking Registered Representative ExaminationSeries 17
Date: 1/7/2003
Limited Registered Representative ExaminationFINRA
New York Stock Exchange
Current Firm
ROBERTS & RYAN, INC.
CRD#: 19456 / SEC#: 801-113965, 8-37469
Contact information
FINRA licenses (32 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
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