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RC

Robert N. Cunjak

TANGENT CAPITAL PARTNERS
Short Hills, NJ 07078
Some features on this profile are disabled
CRD#: 6953909
RC

Professional summary

Robert Nick Cunjak, who also goes by Robert Cunjak, is a registered financial professional currently at TANGENT CAPITAL PARTNERS, LLC located in Short Hills, New Jersey.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2018. Robert has worked at 2 firms and has passed the Series 63, SIE and Series 82 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Cunjak

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) - BD

Click below to view Robert Nick Cunjak's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 21, 2021 - Present

TANGENT CAPITAL PARTNERS, LLC

Office #1: 14 Wyndham Road, Short Hills, NJ 07078
BD
CRD#: 146999
Short Hills, NJ
Past

July 10, 2018 - March 9, 2021

WREN CAPITAL, LLC

BD
CRD#: 150721
Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(3/21/2021)
RR
New York
(3/21/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 7/24/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 82
Date: 7/10/2018
Limited Representative-Private Securities Offerings
SRO Registrations
RR
FINRA

Current Firm

TC
TANGENT CAPITAL PARTNERS, LLC
TANGENT CAPITAL PARTNERS, LLC

CRD#: 146999 / SEC#: , 8-67885

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

Main Address
14 Wyndham Road, Short Hills, NJ 07078
Mailing Address
30 Chatham Road P.o.box 708, Short Hills, NJ 07078
Phone number
(215) 816-2800
Established
Delaware since 11/07/2007
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TANGENT CAPITAL HOLDINGS, LLCSOLE OWNER
FELDMAN, RICHARD MARKFINANCIAL AND OPERATIONS PRINCIPAL2273453
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

Disclosures

Regulatory Event2

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

TANGENT CAPITAL PARTNERS, LLC

CRD#: 146999Short Hills, NJ 07078

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