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Robert Dillon

Citizens JMP Securities, LLC

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About Robert Dillon

Robert Dillon is a financial professional with over 17 years of experience in the securities industry. Robert is currently registered with Citizens JMP Securities, LLC in Connecticut. Robert's previous experience includes roles at FLAGSTAR ADVISORS, ROTH CAPITAL PARTNERS, LLC, MKM PARTNERS LLC, LEHMAN BROTHERS INC. and NEUBERGER BERMAN, LLC. Robert holds several industry licenses and certifications, including the Series 63, Series 24, Series 16, SIE, Series 7 and Series 55.

Firm Information

Robert Dillon is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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 Dillon’s Registration & Firm History

CT

03/27/2024 - Present

Citizens JMP Securities, LLC (STAMFORD CT)

NY

11/30/2023 - 03/26/2024

FLAGSTAR ADVISORS (New York NY)

CT

01/31/2023 - 10/27/2023

ROTH CAPITAL PARTNERS, LLC (STAMFORD CT)

CT

06/07/2018 - 01/31/2023

MKM PARTNERS LLC (STAMFORD CT)

NY

06/08/2005 - 03/19/2007

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/20/1995 - 06/09/2005

NEUBERGER BERMAN, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/17/2020

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/08/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Dillon.
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