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RC

Robert L. Ceresa

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CRD#: 815123
RC

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 Louis Ceresa was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1975. Robert had worked at 16 firms and has passed the Series 63, Series 7 and Series 53 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

April 4, 2019 - February 2, 2021

ROBERTS & RYAN, INC.

BD
CRD#: 19456
NEW YORK, NY
Past

March 7, 2012 - June 12, 2014

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
New York, NY
Past

July 19, 2010 - March 6, 2012

BLAYLOCK VAN, LLC

BD
CRD#: 145317
NEW YORK, NY
Past

October 25, 2004 - July 19, 2010

GRIGSBY & ASSOCIATES, INC.

BD
CRD#: 13364
NEW YORK, NY
Past

February 2, 2001 - October 1, 2004

M. R. BEAL & COMPANY

BD
CRD#: 22088
NEW YORK, NY
Past

February 8, 2000 - March 7, 2001

LOOP CAPITAL MARKETS LLC

BD
CRD#: 43098
CHICAGO, IL
Past

May 19, 1997 - January 11, 1999

ARTEMIS CAPITAL GROUP, INC.

BD
CRD#: 7819
NEW YORK, NY
Past

January 1, 1996 - April 9, 1997

GRIGSBY & ASSOCIATES, INC.

BD
CRD#: 13364
SAN FRANCISCO, CA
Past

July 19, 1993 - December 13, 1995

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

November 30, 1988 - August 10, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 17, 1987 - December 6, 1988

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

August 17, 1987 - November 5, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

February 4, 1987 - August 29, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

June 11, 1985 - October 28, 1986

PURCELL GRAHAM INCORPORATED

BD
CRD#: 7187
Past

August 30, 1984 - July 12, 1985

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

February 17, 1981 - June 25, 1984

SCHRODER & CO. INC.

BD
CRD#: 6112
Past

November 29, 1978 - March 6, 1981

GLICKENHAUS & CO.

BD
CRD#: 2016
Past

November 20, 1975 - November 23, 1978

J.C. BRADFORD & CO.

BD
CRD#: 1287

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: 6/6/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


R&
ROBERTS & RYAN, INC.
ROBERTS & RYAN INVESTMENTS INC. | ROBERTS SECURITIES, INC. | ROBERTS & RYAN, INC.

CRD#: 19456 / SEC#: 801-113965, 8-37469

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
39 Broadway Ste 1640, New York, NY 10006
Mailing Address
39 Broadway Ste 610, New York, NY 10006-3003
Phone number
(866) 884-9959
Established
Delaware since 02/01/2023
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DALESSANDRO, EDWARD JOHNMANAGING DIRECTOR, CEO2335785
R&R PARTNERS HOLDING COMPANY, LLCSHAREHOLDER
R&R PRINCIPALS HOLDING COMPANY, LLCSHAREHOLDER
BEATON, DANIEL STEWARTCHIEF FINANCIAL OFFICER, FINOP4240769
ROBERTS, DANIELCCO2208120
SCALA, BRIAN NMNREGISTERED OPTIONS PRINCIPAL2814478

Disclosures


Regulatory Event1

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


ROBERTS & RYAN, INC.

CRD#: 19456

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