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AR

Ann Romano

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CRD#: 870885
AR

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.

Ann Romano, who also goes by Ann Scotto, was a registered financial professional .

Ann is a previously registered financial professional and started their career in finance in 1979. Ann had worked at 8 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ann Scotto

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

October 26, 1999 - June 27, 2015

REPEX & CO., INC.

BD
CRD#: 10116
CLOSTER, NJ
Past

June 25, 1999 - October 21, 1999

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

March 31, 1998 - June 29, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

July 30, 1997 - April 3, 1998

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
NEW YORK, NY
Past

August 2, 1994 - September 20, 1996

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

February 4, 1988 - August 2, 1994

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

May 22, 1986 - February 4, 1988

BEURET & COMPANY, LTD.

BD
CRD#: 16198
Past

February 2, 1981 - December 19, 1985

ROTAN MOSLE INC.

BD
CRD#: 727
Past

September 7, 1979 - March 2, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630

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


General Industry/Product Exam
RR
SIE
Date: 6/27/2015
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


R&
REPEX & CO., INC.
REPEX & CO., INC.

CRD#: 10116 / SEC#: , 8-26431

BD
Terminated by SEC on 02/18/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 06/04/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOKOLOWER, DAVID MICHAELPRESIDENT1399706
SOKOLOWER, DAVID MICHAELCCO1399706
SOKOLOWER, DAVID MICHAELFINOP1399706
SOKOLOWER, ERICHDIRECTOR430197

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


REPEX & CO., INC.

CRD#: 10116

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