Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daddario is a financial professional with over 20 years of experience in the industry. Robert has been registered with the Securities and Exchange Commission (SEC) since 2002 and has held positions at several prominent financial institutions, including Donaldson, Lufkin & Jenrette Securities Corporation, Miller Tabak Roberts Securities, LLC, Jefferies & Company, Inc., and Dominick & Dominick LLC. Robert is currently an Investment Adviser Representative for Credit Suisse Securities (USA) LLC, where Robert has been since 2009.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
02/18/2011 - Present
Credit Suisse Securities (usa) LLC (New York NY)
NY
01/05/2009 - 02/23/2009
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
05/24/2004 - 01/08/2009
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/03/2002 - 05/17/2004
MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)
NJ
12/02/1998 - 07/09/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 01/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2016
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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