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Robert Daniel Livio

Cabrera Capital Markets, LLC

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About Robert Daniel Livio

Robert Livio is a financial professional with over 20 years of experience in the securities industry. Robert has a strong background in trading and has held roles at several prominent financial institutions, including National Securities Corporation, Mischler Financial Group, Inc., and Numis Securities Inc. Robert is currently registered with Cabrera Capital Markets, LLC, a registered broker-dealer. Robert is licensed to conduct business in New York.

Firm Information

Robert Livio is currently registered with Cabrera Capital Markets, LLC. Cabrera Capital Markets, LLC is a Limited Liability Company formed in April 2007. The firm is registered with the SEC and has a presence in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Livio’s Registration & Firm History

NY

03/10/2016 - Present

Cabrera Capital Markets, LLC (NEW YORK NY)

NY

12/02/2014 - 08/26/2015

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

CT

01/10/2013 - 12/16/2014

MISCHLER FINANCIAL GROUP, INC. (STAMFORD CT)

NY

10/26/2009 - 08/30/2012

NUMIS SECURITIES INC. (NEW YORK NY)

MA

05/27/2004 - 07/09/2004

J. P. MORGAN INVEST, LLC (BOSTON MA)

NY

10/24/2003 - 03/29/2004

SCHONFELD SECURITIES, LLC (JERICHO NY)

NY

01/27/1998 - 04/24/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NE

11/13/1995 - 01/09/1998

NATIONAL DISCOUNT BROKERS (OMAHA NE)

NY

04/25/1995 - 08/31/1995

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

NE

01/07/1994 - 01/05/1995

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NY

08/13/1993 - 01/01/1994

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 10/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Daniel Livio.
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