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Roberto Nmn Moreiro

ALTERNATIVE MARKETS

Ponte Vedra Beach, FL

·CRD# 7193031·6 years experience

Professional Summary

Roberto Nmn Moreiro, who also goes by Robert Moreiro, Roberto Moreiro, is a registered financial advisor currently at ALTERNATIVE MARKETS located in Ponte Vedra Beach, Florida and BOSONIC SECURITIES located in Ponte Vedra Beach, Florida. Roberto is registered as a RR (Registered Representative) and started their career in finance in 2020. Roberto has worked at 6 firms and has passed the Series 66, Series 99TO and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Moreiro, Roberto Moreiro

Blog Corner

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What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

ALTERNATIVE MARKETS·CRD# 336243

BD

1. Ponte Vedra Beach, FL2. 59 Troon Trace, Ponte Vedra Beach, FL 32082

February 3, 2026 - Present

BOSONIC SECURITIES·CRD# 317012

BD

59 Troon Trace, Ponte Vedra Beach, FL 32082

August 21, 2026 - Present

AHANA MARKETS LLC·CRD# 318893

BD

Fort Lee, NJ

June 28, 2023 - November 30, 2023

MAIN STREET SECURITIES LLC·CRD# 324347

BD

Ponte Vedra Beach, FL

June 20, 2023 - January 2, 2025

PLANNER SECURITIES LLC·CRD# 36866

BD

New York, NY

June 9, 2022 - October 30, 2023

ALBERT SECURITIES, LLC·CRD# 305928

BD

Ponte Vedra Beach, FL

December 1, 2020 - April 18, 2022

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Current Firm

BS

BOSONIC SECURITIES

BOSONIC SECURITIES | BOSONIC SECURITIES, LLC

CRD#: 317012 / SEC#: 8-70815

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

59 Troon Trace, Ponte Vedra Beach, FL 32082

Mailing Address

59 Troon Trace, Ponte Vedra Beach, FL 32082

Phone Number

(973) 747-7989

Established

Delaware since 09/16/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
DERISKED DIGITIAL GROUP, INC.	SOLE MEMBER	—
MOREIRO, ROBERTO NMN	CHIEF EXECUTIVE OFFICER	7193031
PERSAUD, CALVIN RYAN	CHIEF COMPLIANCE OFFICER AND AML COMPLIANCE OFFICER	3261683
SILVESTRO, MICHELE ANN	FINOP, CFO, POO	6960939

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(4/23/2026)

RR

Alaska
(3/19/2026)

RR

Arizona
(4/7/2026)

RR

California
(3/3/2026)

RR

Colorado
(3/19/2026)

RR

Connecticut
(3/26/2026)

RR

Delaware
(4/10/2026)

RR

District of Columbia
(4/24/2026)

RR

Florida
(3/18/2026)

RR

Georgia
(2/5/2026)

RR

Idaho
(3/20/2026)

RR

Illinois
(5/26/2026)

RR

Iowa
(3/18/2026)

RR

Kansas
(3/18/2026)

RR

Maine
(3/18/2026)

RR

Maryland
(5/19/2026)

RR

Michigan
(3/24/2026)

RR

Minnesota
(4/10/2026)

RR

Mississippi
(3/18/2026)

RR

Missouri
(7/30/2026)

RR

Montana
(4/7/2026)

RR

Nevada
(3/18/2026)

RR

New Hampshire
(5/28/2026)

RR

New Jersey
(3/18/2026)

RR

New Mexico
(3/19/2026)

RR

North Carolina
(3/25/2026)

RR

North Dakota
(3/19/2026)

RR

Ohio
(2/17/2026)

RR

Oklahoma
(3/18/2026)

RR

Oregon
(3/9/2026)

RR

Pennsylvania
(3/17/2026)

RR

Rhode Island
(3/19/2026)

RR

South Carolina
(4/1/2026)

RR

South Dakota
(7/14/2026)

RR

Tennessee
(4/17/2026)

RR

Texas
(4/9/2026)

RR

Utah
(3/3/2026)

RR

Vermont
(3/19/2026)

RR

Virgin Islands
(5/4/2026)

RR

Virginia
(4/23/2026)

RR

Washington
(3/18/2026)

RR

West Virginia
(3/25/2026)

RR

Wisconsin
(3/11/2026)

RR

Wyoming
(4/9/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2024About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 24 — General Securities Principal Examination

Passed Aug 2020About the Series 24 exam

FINRA

SRO Registrations

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Roberto Nmn Moreiro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RM

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