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RP

Robert F. Pascuzzi

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CRD#: 4809751
RP

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 Francis Pascuzzi III, who also goes by Robert Francis Pascuzz, Robert Francis Pascuzzi, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2018. Robert had worked at 7 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Francis Pascuzz | Robert Francis Pascuzzi

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

January 22, 2019 - August 5, 2019

CITI ORDER ROUTING AND EXECUTION, LLC

BD
CRD#: 103768
MT. PLEASANT, SC
Past

January 22, 2019 - June 8, 2021

CITIGROUP DERIVATIVES MARKETS INC.

BD
CRD#: 133084
MINNETONKA, MN
Past

January 22, 2019 - October 8, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 22, 2019 - October 8, 2021

CITICORP SECURITIES SERVICES, INC.

BD
CRD#: 15387
NEW YORK, NY
Past

January 22, 2019 - October 8, 2021

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
NEW YORK, NY
Past

April 12, 2018 - December 24, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 12, 2018 - December 24, 2018

J.P. MORGAN PRIME INC.

BD
CRD#: 282107
NEW YORK, NY

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


General Industry/Product Exam
RR
Series 99TO
Date: 2/9/2024
Operations Professional Examination
Principal/Supervisory Exam

Current Firm


CO
CITI ORDER ROUTING AND EXECUTION, LLC
AUTOMATED TRADING DESK FINANCIAL SERVICES, LLC | CITI ORDER ROUTING AND EXECUTION, LLC

CRD#: 103768 / SEC#: , 8-52261

BD
Terminated by SEC on 08/03/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
South Carolina since 09/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CITIGROUP FINANCIAL PRODUCTS, INC.OWNER
ARNOLD, EDWARD RAYMONDCHIEF COMPLIANCE OFFICER1876464
FASANO, THOMAS JAMESCO-PRESIDENT, GENERAL SECURITIES PRINCIPAL1354608
GATELY, TIMOTHY HUGHDIRECTOR2570328
MOGILEVSKY, CHARLES ROBERTPRINCIPAL OPERATIONS OFFICER1712540
MOGILEVSKY, CHARLES ROBERTCHIEF EXECUTIVE OFFICER1712540
SALIBA, RAMSEYPRINCIPAL FINANCIAL OFFICER / FINOP5358958
WINCHESTER, J SLADECO-PRESIDENT, OPTIONS PRINCIPAL1762956

Disclosures


Regulatory Event17

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


CITI ORDER ROUTING AND EXECUTION, LLC

CRD#: 103768

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