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Robert M. Reback

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CRD#: 500480
RR

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 Martin Reback was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1976. Robert had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 8 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)

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

March 5, 2002 - September 5, 2008

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
TAMARAC, FL
Past

January 4, 2002 - March 22, 2002

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

August 31, 2001 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

November 28, 1990 - August 31, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

December 14, 1984 - November 19, 1990

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

October 11, 1982 - December 10, 1984

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
Past

February 12, 1979 - October 26, 1982

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

May 27, 1978 - February 5, 1979

GIBRALTAR SECURITIES CO.

BD
CRD#: 7093
Past

January 2, 1976 - May 17, 1978

J. B. HANAUER & CO.

BD
CRD#: 6958

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

State Security Law Exam
IAR
Series 65
Date: 4/12/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/1979
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 9/22/1978
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/24/1983
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WS
WINDSOR STREET CAPITAL, LP
JANSSEN-MEYERS ASSOCIATES, L.P. | WINDSOR STREET CAPITAL, LP | ROAN/MEYERS ASSOCIATES, L.P. | ROAN-MEYERS ASSOCIATES, LP | MEYERS ASSOCIATES, L.P.

CRD#: 34171 / SEC#: , 8-46219

BD
Cancelled by SEC on 02/05/2020
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 04/01/1993
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MEYERS SECURITIES CORP.GENERAL PARTNER

Disclosures

Regulatory Event37
Arbitration15

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

WINDSOR STREET CAPITAL, LP

CRD#: 34171

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