Robert Winter
Professional summary
Robert Winter, who also goes by Robert Forbes Winter, Robert Winter, is a registered financial professional currently at WILLOW WEALTH MARKETS LLC located in New York, New York.
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 63, Series 7TO, Series 82TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Winter's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2025 - Present
WILLOW WEALTH MARKETS LLC
Office #1: 300 Park Avenue 15th Floor, New York, NY 10022Office #2: 245 Fifth Avenue 21st Floor, New York, NY 10016January 15, 2023 - June 6, 2023
BRADLEY WOODS & CO. LTD.
December 1, 2014 - June 16, 2021
EQUITABLE DISTRIBUTORS, 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
(4/6/2025)
Exams
Series 7TO
Date: 9/23/2025
General Securities Representative ExaminationSeries 82TO
Date: 1/21/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
WILLOW WEALTH MARKETS LLC
CRD#: 172295 / SEC#: , 8-69506
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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