AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RA

Robert A. Alef

Some features on this profile are disabled
CRD#: 5970696
RA

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 A Alef was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2011. Robert had worked at 2 firms and has passed the Series 56 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

March 19, 2012 - December 2, 2013

GENEVA TRADING LLC

BD
CRD#: 100740
CHICAGO, IL
Past

October 26, 2011 - October 8, 2015

GENEVA STOCK, L.L.C.

BD
CRD#: 104435
GURNEE, 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


General Industry/Product Exam
RR
Series 56
Date: 9/27/2011
Proprietary Trader Qualification Examination

Current Firm


GT
GENEVA TRADING LLC
GENEVA DPM, L.L.C. | GENEVA TRADING LLC

CRD#: 100740 / SEC#: , 8-52040

BD
Terminated by SEC on 02/14/2014
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 08/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GENEVA DERIVATIVES TRADING CORP.CLASS A MEMBER
SILVERMAN, GARY ROBERTMANAGER/TP2346095
WILLIAMS, DANIEL CROWLEYCLASS A MEMBER/CCO/TP1135589

Disclosures


Regulatory Event11

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


GENEVA TRADING LLC

CRD#: 100740

TRUST BUT VERIFY

Monitor Robert Alef

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics