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Robert Emil Masi

Buckler Securities LLC

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About Robert Emil Masi

Robert Masi is a financial professional with over 15 years of experience in the securities industry. Currently registered with Buckler Securities LLC, Robert has a strong background in various aspects of the financial market, including private securities offerings, operations, and general securities. Robert holds several licenses and certifications, including the Series 7, Series 24, Series 82TO, and Series 99TO exams. His expertise is further enhanced by his prior roles at firms such as Forte Securities LLC, White Oak Merchant Partners LLC, and Marco Polo Securities Inc.

Firm Information

Robert Masi is currently registered with Buckler Securities LLC. Buckler Securities LLC is a Limited Liability Company formed on April 28, 2016. The firm is registered in 15 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

17

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 Masi’s Registration & Firm History

CT

04/27/2017 - Present

Buckler Securities LLC (Greenwich CT)

NY

08/27/2019 - 12/03/2019

FORTE SECURITIES LLC (New York NY)

NY

02/20/2017 - 05/01/2017

WHITE OAK MERCHANT PARTNERS LLC (NEW YORK NY)

NY

06/26/2015 - 08/04/2015

MARCO POLO SECURITIES INC. (NEW YORK NY)

NY

10/01/2014 - 04/13/2015

MARCO POLO SECURITIES INC. (NEW YORK NY)

NY

11/03/2014 - 01/06/2015

WHITE OAK MERCHANT PARTNERS LLC (NEW YORK NY)

NY

06/19/2014 - 11/03/2014

GOLDIN ASSOCIATES BROKERAGE LLC (New York NY)

NJ

05/18/2004 - 07/14/2004

SONIC TECHNOLOGIES LLC (ISELIN NJ)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/26/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Emil Masi.
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