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CR

Colin J. Robichaud

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CRD#: 5905038
CR

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.

Colin James Robichaud MR., who also goes by Colin James Robichaud, was a registered financial professional .

Colin is a previously registered financial professional and started their career in finance in 2012. Colin had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Colin James Robichaud

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

November 28, 2017 - August 7, 2024

PTP SECURITIES, LLC

BD
CRD#: 136832
SIMSBURY, CT
Past

September 23, 2013 - November 20, 2017

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
ANDOVER, MA
Past

September 17, 2013 - November 20, 2017

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA
Past

October 19, 2012 - May 20, 2013

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

August 13, 2012 - May 20, 2013

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, MA

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
IAR
Series 66
Date: 10/18/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PS
PTP SECURITIES, LLC
PTP SECURITIES, LLC

CRD#: 136832 / SEC#: , 8-67059

BD
Terminated by SEC on 11/10/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 08/01/2005
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#
PINNACLE TRUST PARTNERS, LLCOWNER
ALBANI, ATTILIO ALDOCEO, CHIEF COMPLIANCE OFFICER, AMLCO2241936
MEUNIER, CHRISTOPHER JABOAFINANCIAL PRINCIPAL, PFO, POO7407392

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


PTP SECURITIES, LLC

CRD#: 136832

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