Robert F. Van Note
Professional summary
Robert Fitzgerald Van Note is a registered financial professional currently at AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Fitzgerald Van Note's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2016 - Present
AMG DISTRIBUTORS, INC.
Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901September 26, 2014 - February 26, 2016
STRATEGIC ADVISERS LLC
March 17, 2014 - February 23, 2016
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/16/2018)
(4/6/2016)
(4/6/2016)
Exams
FINRA
Current Firm
AMG DISTRIBUTORS, INC.
CRD#: 27314 / SEC#: , 8-43057
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMG FUNDS LLC | SOLE SHAREHOLDER | 153456 |
| GALIS, AARON | DIRECTOR | 7333959 |
| HOPKINS, THOMAS JOHN | PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER AND FINOP | 1835087 |
| JACOBS ANTONACCIO, RACHEL ELIZABETH | HEAD OF CLIENT SOLUTIONS AND PRINCIPAL | 3189490 |
| KINNE, KEITHA LEE | PRESIDENT, PRINCIPAL AND CHIEF OPERATING OFFICER | 2039630 |
| SPELLMAN, PATRICK JOSEPH | CHIEF COMPLIANCE OFFICER | 3086822 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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