AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RW

Robert Collier Weeks

INVICTA CAPITAL
OAKMONT, PA
·CRD# 461319·53 years experience

Professional Summary

Robert Collier Weeks is a registered financial advisor currently at INVICTA CAPITAL LLC located in Oakmont, Pennsylvania. Robert is registered as a RR (Registered Representative) and started their career in finance in 1973. Robert has worked at 14 firms and has passed the Series 63, Series 7TO, SIE, PC and Series 1 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
View profile
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

Years of Experience

53 years in the financial services industry

Current & Past Employments

INVICTA CAPITAL LLC·CRD# 288101
BD
527 Cedar Way Suite 101, Oakmont, PA 15139
February 21, 2023 - Present
FRONTIER SECURITIES·CRD# 136102
BD
Richmond, VA
July 11, 2014 - December 31, 2022
EQUUS FINANCIAL CONSULTING LLC·CRD# 131449
BD
New Canaan, CT
November 25, 2013 - June 30, 2014
C. L. KING & ASSOCIATES, INC.·CRD# 6183
BD
New York, NY
April 4, 2011 - October 11, 2013
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
New York, NY
March 19, 1998 - December 31, 2010
ABN AMRO INCORPORATED·CRD# 15776
BD
Stamford, CT
January 2, 1997 - April 13, 1998
THE CHICAGO CORPORATION·CRD# 1449
BD
Chicago, IL
July 26, 1995 - January 2, 1997
DB ALEX. BROWN LLC·CRD# 17790
BD
Baltimore, MD
January 29, 1993 - May 3, 1995
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
February 27, 1980 - October 8, 1992
MORGAN STANLEY & CO., INCORPORATED·CRD# 5203
BD
February 8, 1978 - February 27, 1980
KUHN LOEB & CO. INCORPORATED·CRD# 2485
BD
August 22, 1977 - February 5, 1978
KUHN, LOEB & CO. INTERNATIONAL·CRD# 2486
BD
August 22, 1977 - January 2, 1979
UBS ASSET MANAGEMENT (US) INC.·CRD# 583
BD
April 23, 1976 - May 1, 1980
BLYTH EASTMAN DILLON & CO. INCORPORATED·CRD# 6361
BD
July 3, 1973 - May 28, 1976

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

Current Firm

IC
INVICTA CAPITAL LLC

INVICTA CAPITAL LLC

CRD#: 288101 / SEC#: 8-69923
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

527 Cedar Way Suite 101, Oakmont, PA 15139

Mailing Address

527 Cedar Way Suite 101, Oakmont, PA 15139

Phone Number

(412) 349-8684

Established

Pennsylvania since 07/14/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (37 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INVICTA FINANCIAL GROUPMEMBER—
GIAMBRI, PHILIP MAYNARDSHAREHOLDER1182516
LEWIS, DEBORAH REBECCASHAREHOLDER1982851
TEAL, GREGORY SCOTTSHAREHOLDER4768591
PEARSON, KRISTIN MARIECHIEF COMPLIANCE OFFICER4522677
TOTH, AIMEE ANNECHIEF EXECUTIVE OFFICER5079628

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

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.

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(2/21/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1979About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

PC — AMEX Put and Call Exam

Passed Mar 1979

Series 1 — Registered Representative Examination

Passed Jun 1973
FINRA
SRO Registrations

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Robert Collier Weeks's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Andrea Lynn Robertson
Andrea Lynn Robertson

JANNEY MONTGOMERY SCOTT LLC

SEWICKLEY (Wexford), PA · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
Lee Craig Oleinick
Lee Craig Oleinick

UBS FINANCIAL SERVICES INC.

Boca Raton, FL · CRD#
RW
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required