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RN

Roger A. Niccoli

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CRD#: 863700
RN

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.

Roger Allen Niccoli was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1979. Roger had worked at 21 firms and has passed the Series 63, SIE, Series 55, Series 7 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

September 8, 2005 - October 14, 2015

FIRST BROKERAGE AMERICA, L.L.C.

BD
CRD#: 43431
Jurupa Valley, CA
Past

May 16, 2001 - September 6, 2005

ATLAS SECURITIES, LLC

BD
CRD#: 20991
SAN LEANDRO, CA
Past

September 12, 2000 - March 16, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

December 22, 1999 - August 30, 2000

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

October 14, 1999 - November 29, 1999

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

June 30, 1999 - September 15, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 12, 1999 - March 23, 1999

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

September 9, 1998 - January 20, 1999

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

April 24, 1998 - August 19, 1998

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

October 24, 1996 - December 10, 1997

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

October 19, 1995 - January 16, 1996

FIRST WILSHIRE SECURITIES, INC.

BD
CRD#: 6609
PASADENA, CA
Past

May 4, 1995 - October 9, 1995

FIRST WILSHIRE SECURITIES, INC.

BD
CRD#: 6609
PASADENA, CA
Past

March 8, 1995 - May 10, 1995

FIMCO SECURITIES GROUP, INC.

BD
CRD#: 30343
PORT WASHINGTON, WI
Past

December 4, 1992 - March 8, 1995

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

April 13, 1992 - October 20, 1992

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

December 14, 1983 - June 7, 1984

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

December 27, 1982 - January 26, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 15, 1982 - January 31, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

September 18, 1981 - February 12, 1982

MCDONNELL SECURITIES CORPORATION

BD
CRD#: 10092
Past

March 4, 1981 - August 23, 1981

JONESTRADING

BD
CRD#: 6888
Past

August 22, 1979 - April 13, 1981

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

March 26, 1979 - September 7, 1979

CANTOR FITZGERALD & CO.

BD
CRD#: 134

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: 5/4/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/19/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FB
FIRST BROKERAGE AMERICA, L.L.C.
FIRST BROKERAGE AMERICA, L.L.C.

CRD#: 43431 / SEC#: , 8-50271

BD
Terminated by SEC on 04/09/2017
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Contact information


Main Address
135 N. Meramec, Clayton, MO 63105
Mailing Address
Phone number
Established
Nevada since 03/13/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ELLEN C. DIERBERG FAMILY TRUSTOWNER
JAMES F. DIERBERG II FAMILY TRUSTOWNER
MICHAEL J. DIERBERG FAMILY TRUSTOWNER
DIERBERG, MARY WELPTRUSTEE OF THREE SEPARATE FAMILY TRUSTS FOR JAMES F., ELLEN C. AND MICHAEL J. DIERBERG4053054
FIRST BANKS, INCTRUSTEE OF THREE SEPARATE FAMILY TRUSTS FOR JAMES F., ELLEN C. AND MICHAEL J. DIERBERG
FURMAN, EDWARD DAVIDMSRB PRINCIPAL1426353
PRESSON, DAVID ALANCHIEF COMPLIANCE OFFICER - INVESTMENT ADVISER1237920
ROBERTS, SARAH ANNOPERATIONS MANAGER2472587
TODD, EUGENE REEVESCHIEF COMPLIANCE OFFICER - BROKER/DEALER2639876

Disclosures


Regulatory Event1
Arbitration1

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


FIRST BROKERAGE AMERICA, L.L.C.

CRD#: 43431

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