Robert J. Desalvo

STRATACORE CAPITAL MANAGEMENT.

New York, NY 10011

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CRD#: 4684246

Professional summary

Robert Joseph Desalvo, who also goes by Robert J Desalvo Mr., Robert J Desalvo, is a registered financial advisor currently at STRATACORE CAPITAL MANAGEMENT, LLC. located in New York, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert J Desalvo Mr. | Robert J Desalvo

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.

SOLE PROPRIETOR; INVESTMENT RELATED; NEW YORK, NY; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT; MARCH 2003; LESS THAN 5% OF TIME SPENT ON THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Desalvo'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

September 14, 2015 - Present

STRATACORE CAPITAL MANAGEMENT, LLC.

Office #1: 57 W. 8th Street Apt. 3a, New York, NY 10011

RIA

CRD#: 171163

New York, NY

Past

May 3, 2012 - August 21, 2013

JCI ASSET MANAGEMENT, LLC

RIA

CRD#: 158807

NEW YORK, NY

Past

December 19, 2011 - June 1, 2014

JOHN CARRIS INVESTMENTS LLC

CRD#: 145767

HOBOKEN, NJ

Past

April 5, 2006 - December 21, 2011

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

NEW YORK, NY

Past

July 25, 2003 - December 21, 2011

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

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".

STRATACORE CAPITAL MANAGEMENT, LLC.

DESALVO, ROBERT JAMES | STRATACORE CAPITAL MANAGEMENT, LLC. | STRATACORE CAPITAL MANAGEMENT, LLC

CRD#: 171163 / SEC#: 801-119277

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

New Jersey

Registered Investment Advisory firm - (9/8/2020 Terminated)

New York

Registered Investment Advisory firm - (8/14/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/26/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/5/2015)

IAR

New York
(2/20/2021)

IAR

Texas
(2/5/2024)

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

State Security Law Exam

IAR

Series 66

Date: 8/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/2003

General Securities Representative Examination

Current Firm

STRATACORE CAPITAL MANAGEMENT, LLC.

DESALVO, ROBERT JAMES | STRATACORE CAPITAL MANAGEMENT, LLC. | STRATACORE CAPITAL MANAGEMENT, LLC

CRD#: 171163 / SEC#: 801-119277

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

New Jersey

Registered Investment Advisory firm - (9/8/2020 Terminated)

New York

Registered Investment Advisory firm - (8/14/2020 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/26/2020 Terminated)

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Contact information

Main Address

57 W. 8th Street Apt. 3a, New York, NY 10011

Mailing Address

221 River Street 9th Floor, Hoboken, NJ 07030

Phone number

(646) 846-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND PART 2BS (2/20/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 77,500,000

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.

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Robert J. Desalvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Desalvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATACORE CAPITAL MANAGEMENT, LLC.

JCI ASSET MANAGEMENT, LLC

JOHN CARRIS INVESTMENTS LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

STRATACORE CAPITAL MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2003

Series 7

Date: 7/24/2003

Current Firm

STRATACORE CAPITAL MANAGEMENT, LLC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATACORE CAPITAL MANAGEMENT, LLC.

TRUST BUT VERIFY

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