Robert A. Schetty
Professional summary
Robert Austin Schetty, who also goes by Rob Austin Schetty, Rob Schetty, Robert Schetty, is a registered financial advisor currently at CASTFIRM ADVISORS LLC located in Garden City, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Austin Schetty's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2025 - Present
CASTFIRM ADVISORS LLC
Office #1: 377 Oak Street Suite 203, Garden City, NY 11530March 23, 2022 - January 28, 2025
RAYMOND JAMES & ASSOCIATES, INC.
March 23, 2022 - January 28, 2025
RAYMOND JAMES & ASSOCIATES, INC.
January 25, 2022 - March 12, 2022
J.P. MORGAN SECURITIES LLC
November 10, 2021 - March 12, 2022
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2025)
Exams
Series 7TO
Date: 11/10/2021
General Securities Representative ExaminationCurrent Firm
CASTFIRM ADVISORS LLC
CRD#: 327519 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 2,710,000 |
Red Flags
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