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RY

Robert Yount

MADISON CAPITAL MARKETS
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 7712115
RY
Robert YountMADISON CAPITAL MARKETS

Professional summary

Robert Yount is a registered financial professional currently at MADISON CAPITAL MARKETS LLC located in Newport Beach, California.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.

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) - BD

Click below to view Robert Yount's 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

July 29, 2026 - Present

MADISON CAPITAL MARKETS LLC

Office #1: 26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
BD
CRD#: 332196
NEWPORT BEACH, CA
Past

September 11, 2023 - June 10, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

July 29, 2023 - June 10, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC

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
California
(7/29/2026)
RR
North Carolina
(7/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2023
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/12/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/29/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MADISON CAPITAL MARKETS LLC
MADISON CAPITAL MARKETS LLC

CRD#: 332196 / SEC#: , 8-71262

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

Main Address
26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
Mailing Address
26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
Phone number
(949) 281-0366
Established
Delaware since 05/28/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
MADISON CAPITAL GROUP HOLDINGS, LLCOWNER
KREMIN, JEFFREY MICHAELPRESIDENT/NATIONAL SALES DIRECTOR2077277
TARRA, SCOTT PATRICKFINOP/PFO4593965
TEEPLE, AMANDA BROOKECHIEF COMPLIANCE OFFICER (CCO)/POO4928064

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

MADISON CAPITAL MARKETS LLC

CRD#: 332196Newport Beach, CA 92660

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