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RD

Robert M. Dracic

Some features on this profile are disabled
CRD#: 7631397
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 M. Dracic was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2022. Robert had worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

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

August 30, 2024 - December 9, 2025

ENCOMPASS MORE INVESTMENTS, LLC

BD
CRD#: 318438
Burbank, CA
Past

November 21, 2022 - June 6, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Valencia, CA

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: 12/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/21/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/8/2022
Securities Industry Essentials Examination

Current Firm

EM
ENCOMPASS MORE INVESTMENTS, LLC
ENCOMPASS MORE INVESTMENTS, LLC

CRD#: 318438 / SEC#: , 8-70901

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

Main Address
390 Diablo Road Suite #100, Danville, CA 94526
Mailing Address
390 Diablo Road Suite #100, Danville, CA 94526
Phone number
(925) 272-8850
Established
Nevada since 11/12/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
ENCOMPASS MORE GROUP, INC.MEMBER
CHATTO, CHRISTOPHER MICHAELMANAGER, CCO, EXECUTIVE REP.6525630
SERRA, CARL ANTHONY IIIFINOP, PRINCIPAL FINANCIAL OFFICE, PRINCIPAL OPERATIONS OFFICER3179039

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

ENCOMPASS MORE INVESTMENTS, LLC

CRD#: 318438

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