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RK

Robert B. Kahn

STONEY CREEK ADVISORS
Rochester Hills, MI 48307
Some features on this profile are disabled
CRD#: 5468116
RK

Professional summary

Robert Bruce Kahn is a registered financial advisor currently at STONEY CREEK ADVISORS LLC located in Rochester Hills, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Robert Bruce Kahn'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

July 18, 2017 - Present

STONEY CREEK ADVISORS LLC

Office #1: 445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
RIA
CRD#: 284038
Rochester Hills, MI
Past

April 17, 2008 - January 2, 2014

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
FERNDALE, MI
Past

February 11, 2008 - January 2, 2014

FSC SECURITIES CORPORATION

BD
CRD#: 7461
FERNDALE, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/18/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 2/8/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SC
STONEY CREEK ADVISORS LLC
STONEY CREEK ADVISORS LLC

CRD#: 284038 / SEC#:

Michigan
Registered Investment Advisory firm - (6/23/2016 Approved)
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Contact information

Main Address
445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307
Mailing Address
Phone number
(248) 266-2900
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts307
AUM (Assets Under Management)$ 47,866,529

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

STONEY CREEK ADVISORS LLC

CRD#: 284038Rochester Hills, MI 48307

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