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RC

Robert A. Chisholm

QATALYST PARTNERS LP
SAN FRANCISCO, CA 94111
Some features on this profile are disabled
CRD#: 5234412
RC

Professional summary

Robert Anthony Chisholm, who also goes by Robert Chisholm, is a registered financial professional currently at QATALYST PARTNERS LP located in San Francisco, California.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Chisholm

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 Anthony Chisholm'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

October 10, 2023 - Present

QATALYST PARTNERS LP

Office #1: 3 Embarcadero Center Suite 1500, San Francisco, CA 94111
BD
CRD#: 147251
SAN FRANCISCO, CA
Past

June 8, 2018 - July 25, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
SAN FRANCISCO, CA
Past

October 14, 2015 - June 5, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN FRANCISCO, CA
Past

June 14, 2010 - October 7, 2015

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
SAN FRANCISCO, CA
Past

June 10, 2009 - May 24, 2010

SEVEN HILLS PARTNERS LLC

BD
CRD#: 118240
SAN FRANCISCO, CA
Past

March 3, 2008 - March 13, 2009

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
BOSTON, MA
Past

January 5, 2007 - February 25, 2008

AGC PARTNERS

BD
CRD#: 125958
BOSTON, MA

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
California
(10/10/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/19/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/16/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

QP
QATALYST PARTNERS LP
QATALYST PARTNERS LP

CRD#: 147251 / SEC#: , 8-67887

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

Main Address
3 Embarcadero Center Suite 1500, San Francisco, CA 94111
Mailing Address
3 Embarcadero Center Suite 1500, San Francisco, CA 94111
Phone number
(415) 844-7700
Established
Delaware since 12/12/2007
Firm type
Other Types of Legal Formation
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#
QATALYST GROUP LPLIMITED PARTNER
BOUTROS, GEORGE FOUADCHIEF EXECUTIVE OFFICER1567861
DILULLO, JASON APRESIDENT2378805
PALMER, SALLY GRACECHIEF COMPLIANCE OFFICER1524061
QATALYST MANAGEMENT LLCGENERAL PARTNER
QUATTRONE, FRANK PETEREXECUTIVE CHAIRMAN1312126
TAN, MICHAEL JEN-KAIFINOP/CHIEF FINANCIAL OFFICER6014199

Disclosures

Regulatory Event1

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

QATALYST PARTNERS LP

CRD#: 147251San Francisco, CA 94111

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