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Robert C. Van Fossan

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CRD#: 5964960
RV

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 Charles Van Fossan, who also goes by Robert Charles Vanfossan, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2011. Robert had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 56 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Charles Vanfossan

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

October 22, 2018 - September 18, 2019

VAN FOSSAN PRIVATE WEALTH, LLC

RIA
CRD#: 290724
CHICAGO, IL
Past

October 17, 2017 - September 17, 2018

HALO SECURITIES, LLC

BD
CRD#: 279029
Chicago, IL
Past

September 12, 2013 - March 16, 2017

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

August 9, 2013 - March 16, 2017

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL
Past

August 30, 2011 - March 28, 2013

GROUP ONE TRADING LLC

BD
CRD#: 37484
CHICAGO, IL

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: 9/12/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 56
Date: 10/31/2011
Proprietary Trader Qualification Examination

Current Firm


VF
VAN FOSSAN PRIVATE WEALTH, LLC
MAXIM WEALTH, LLC | VAN FOSSAN PRIVATE WEALTH, LLC

CRD#: 290724 / SEC#:

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Contact information


Main Address
444 West Lake Street Suite 1700, Chicago, IL 60606
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


VAN FOSSAN PRIVATE WEALTH, LLC

CRD#: 290724

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