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RT

Robert J. Taddeo

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CRD#: 721869
RT

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 John Taddeo was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1981. Robert had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 31, 2005 - January 22, 2018

THE DEBART GROUP INC.

RIA
CRD#: 118660
New York, NY
Past

April 28, 2000 - December 10, 2004

THE DEBART GROUP INC.

RIA
CRD#: 118660
NEW YORK , NY
Past

April 26, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 26, 1999 - June 20, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

May 1, 1987 - September 14, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

September 1, 1983 - September 14, 1998

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 16, 1981 - March 13, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039

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


State Security Law Exam
RR
Series 63
Date: 9/17/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TD
THE DEBART GROUP INC.
THE DEBART GROUP INC.

CRD#: 118660 / SEC#:

Connecticut
Registered Investment Advisory firm - (3/31/2005 Approved)
New Jersey
Registered Investment Advisory firm - (5/8/2000 Approved)
New York
Registered Investment Advisory firm - (5/8/2000 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/29/2005 Approved)
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Contact information


Main Address
745 Fifth Avenue Suite 500, New York, NY 10151
Mailing Address
Phone number
(212) 319-7374
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


THE DEBART GROUP INC.

CRD#: 118660

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