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RD

Robert E. Diemar

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CRD#: 67664
RD

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 Emery Diemar Jr., who also goes by Robert Emery Diemar Jr, Robert Emery Diemar, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1968. Robert had worked at 7 firms and has passed the SIE, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Emery Diemar Jr | Robert Emery Diemar

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

January 13, 2004 - February 18, 2020

COADY DIEMAR PARTNERS, LLC

BD
CRD#: 128334
PEAPACK, NJ
Past

June 3, 2003 - January 15, 2004

BENTLEY SECURITIES CORPORATION

BD
CRD#: 25759
NEW YORK, NY
Past

November 3, 2000 - December 31, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 10, 1978 - December 31, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

February 24, 1978 - March 10, 1978

BD
CRD#: 7554
Past

December 14, 1973 - February 24, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 6458
Past

December 11, 1968 - September 27, 1973

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650

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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 12/6/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 11/19/1975
Registered Principal Examination

Current Firm


CD
COADY DIEMAR PARTNERS, LLC
COADY DIEMAR PARTNERS, LLC | COADY, DIEMAR GROUP, LLC

CRD#: 128334 / SEC#: , 8-66123

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
270 Lafayette Suite 204, New York, NY 10012
Mailing Address
270 Lafayette Suite 204, New York, NY 10012
Phone number
(212) 901-2603
Established
Delaware since 06/10/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ADAMS, CLIFFORD GERARD JR.MANAGING DIRECTOR, CEO, CFO, CCO, TREASURER4000062
MAGRANE, JOHN SCOTT JRVICE CHAIRMAN719036
ANZALDO, JONATHAN SMANAGING DIRECTOR4670933
SIPKIN, JOSEPH GARYFINOP1334813

Disclosures


Regulatory Event1

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


COADY DIEMAR PARTNERS, LLC

CRD#: 128334

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