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RB

Robert W. Bonvetti

TRADEWEB DIRECT LLC
NEW YORK, NY 10167
Some features on this profile are disabled
CRD#: 4692710
RB

Professional summary

Robert William Bonvetti is a registered financial professional currently at TRADEWEB DIRECT LLC located in New York, New York and DEALERWEB LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Robert William Bonvetti's 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

June 20, 2018 - Present

TRADEWEB DIRECT LLC

Office #1: 245 Park Avenue Floor 30, New York, NY 10167
BD
CRD#: 103787
NEW YORK, NY
Current

June 20, 2018 - Present

DEALERWEB LLC

Office #1: 245 Park Avenue, New York, NY 10167
BD
CRD#: 19662
NEW YORK, NY
Past

February 26, 2020 - November 13, 2024

TRADEWEB LLC

BD
CRD#: 42759
NEW YORK, NY
Past

April 19, 2017 - March 19, 2018

ICE BONDS SECURITIES CORPORATION

BD
CRD#: 123635
NEW YORK, NY
Past

August 8, 2008 - September 28, 2012

ICE BONDS SECURITIES CORPORATION

BD
CRD#: 123635
NEW YORK, NY
Past

August 8, 2007 - March 1, 2008

PHOENIX DERIVATIVES GROUP, LLC

BD
CRD#: 25802
NEW YORK, NY
Past

August 12, 2004 - March 16, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
STAMFORD, CT
Past

May 19, 2004 - August 18, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(6/20/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 4/22/2006
Limited Representative-Equity Trader Exam
SRO Registrations
RR
FINRA

Current Firm

DL
DEALERWEB LLC
DEALERWEB INC. | HILLIARD FARBER & CO., INC. | DEALERWEB LLC

CRD#: 19662 / SEC#: , 8-38103

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

Main Address
185 Hudson Street Harborside 5, Suite 2200, Jersey City, NJ 07311
Mailing Address
185 Hudson Street Harborside 5, Suite 2200, Jersey City, NJ 07311
Phone number
(212) 797-1980
Established
Delaware since 12/20/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TRADEWEB IDB MARKETS, INC.OWNER
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
COTTER, RICHARD JOSEPH JRPRINCIPAL FINANCIAL OFFICER1611037
GALINDO, JORGE ALBERTO JRPRINCIPAL OPERATIONS OFFICER2501261
HUESTIS, TIMOTHY DANIELEXECUTIVE REPRESENTATIVE4931620
MCKEON, ALFRED PETERPRESIDENT1666355
SERRAO, ASHLEY NEILBOARD MEMBER5360541
SULLIVAN, MICHAEL FRANCISCHIEF COMPLIANCE OFFICER3254037
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

Disclosures

Regulatory Event7

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

DEALERWEB LLC

CRD#: 19662New York, NY 10167

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