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RB

Robert Brinberg

ROSE & CO. CAPITAL ADVISORS
NEW YORK, NY 10022
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CRD#: 4937479
RB

Professional summary


Robert Brinberg is a registered financial professional currently at ROSE & CO. CAPITAL ADVISORS, LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

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 Brinberg'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

March 24, 2017 - Present

ROSE & CO. CAPITAL ADVISORS, LLC

Office #1: 445 Park Avenue Suite 700, New York, NY 10022
BD
CRD#: 168274
NEW YORK, NY
Past

January 21, 2015 - January 30, 2019

SEALION CAPITAL, LLC

BD
CRD#: 171807
New York, NY
Past

July 17, 2014 - March 7, 2025

LIFESCI CAPITAL

BD
CRD#: 168404
New York, NY
Past

June 21, 2005 - May 14, 2013

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, 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
(3/24/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 9/15/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


R&
ROSE & CO. CAPITAL ADVISORS, LLC
ROSE & CO. CAPITAL ADVISORS, LLC

CRD#: 168274 / SEC#: , 8-69298

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


Main Address
445 Park Avenue Suite 700, New York, NY 10022
Mailing Address
445 Park Avenue Suite 700, New York, NY 10022
Phone number
(212) 359-2230
Established
Delaware since 06/10/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ROSE, SIMON ALEXANDERCHIEF EXECUTIVE OFFICER2176436
BRINBERG, ROBERTCHIEF OPERATING OFFICER4937479
BENDER, STEVEN CHRISTOPHERFINOP2650187
IGNALL, EVAN TODDCHIEF COMPLIANCE OFFICER2039007

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


ROSE & CO. CAPITAL ADVISORS, LLC

CRD#: 168274New York, NY 10022

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