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Robert Joseph Fiordaliso

Needham & Company, LLC

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About Robert Joseph Fiordaliso

Robert Fiordaliso is a licensed securities professional with over 20 years of experience in the financial services industry. He is a registered representative and a General Securities Principal with Needham & Company, LLC. Robert has held positions at Needham & Company, LLC and Tullett & Tokyo Securities, Inc. He is a Series 7, Series 24, Series 27 and Series 99TO licensed professional. Robert is a highly experienced and qualified financial professional who can provide guidance and support to clients on their financial goals.

Firm Information

Robert Fiordaliso is currently registered with Needham & Company, LLC. Needham & Company, LLC is a Limited Liability Company formed in 2005 and headquartered in New York, NY. The firm provides securities research and is registered with the SEC and in all 50 states and the District of Columbia.
Needham & Company, LLC

250 PARK AVENUE

NEW YORK, NY 10177

Not reported

Assets Under Management

Not reported

Total Clients

121

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.

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securities research

Securities research

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Pursuant to csa agreements

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Robert Fiordaliso’s Registration & Firm History

NY

10/20/2005 - Present

Needham & Company, LLC (NEW YORK NY)

NY

06/24/1998 - 11/19/1999

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/19/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Joseph Fiordaliso.
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