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RF

Robert J. Forte

E.F. HUTTON & CO. LLC
New York, NY
Some features on this profile are disabled
CRD#: 5685253
RF

Professional summary


Robert John Forte, who also goes by Robert John Forte, Robert Forte, is a registered financial professional currently at E.F. HUTTON & CO. LLC located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2009. Robert has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert John Forte | Robert Forte

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 John Forte's CRS (Customer Relationship Summary).
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

September 17, 2025 - Present

E.F. HUTTON & CO. LLC

BD
CRD#: 322687
New York, NY
Past

April 11, 2025 - October 15, 2025

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

March 2, 2021 - November 28, 2022

D. BORAL CAPITAL

BD
CRD#: 103792
New York, NY
Past

November 21, 2019 - February 12, 2021

ASCENDANT ALTERNATIVE STRATEGIES, LLC

BD
CRD#: 283881
WHITE PLAINS, NY
Past

June 24, 2016 - June 2, 2017

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

October 27, 2014 - July 12, 2016

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

April 24, 2014 - October 27, 2014

REALTA EQUITIES, INC.

BD
CRD#: 23769
New York, NY
Past

June 15, 2012 - May 23, 2014

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

July 12, 2011 - October 25, 2011

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

September 21, 2009 - May 11, 2011

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
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


State Security Law Exam
RR
Series 63
Date: 11/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/24/2008
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm


EH
E.F. HUTTON & CO. LLC
E.F. HUTTON & CO. LLC | WH CAPITAL LLC

CRD#: 322687 / SEC#: , 8-70957

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


Main Address
745 Fifth Avenue 34th Floor & Ph, New York, NY 10151
Mailing Address
745 Fifth Avenue 34th Floor & Ph, New York, NY 10151
Phone number
(917) 855-5924
Established
New Mexico since 06/29/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRAPPS, WILLIAM HAYWOOD JRCO-CCO, COO, FINOP, PFO, POO4189289
RALLO, JOSEPH THOMASCEO5184862
SWANSTON, DUNCAN BOSWELLPRESIDENT5402343
UPADHYAY, SNEHACO-CCO7596256

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


E.F. HUTTON & CO. LLC

CRD#: 322687New York, NY

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