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Robert Joseph Greene

Vanderbilt Securities, LLC

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About Robert Joseph Greene

Robert Greene is an investment professional with over two decades of experience in the financial industry. Robert has a strong background in securities trading and has held various positions at prominent firms including Credit Suisse Securities (USA) LLC, Gunnallen Financial, Inc, J.P. Turner & Company, L.L.C, Capitol Securities & Associates, Inc., Capitol Securities Management, Inc. and most recently, AEGIS Capital Corp. Robert is currently registered with Vanderbilt Securities, LLC and holds several professional licenses, including the Series 7, Series 25, Series 63, and Series 7B. Robert is committed to providing clients with comprehensive financial services.

Firm Information

Robert Greene is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

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 Greene’s Registration & Firm History

NY

03/21/2016 - Present

Vanderbilt Securities, LLC (WOODBURY NY)

NY

07/31/2013 - 03/22/2016

AEGIS CAPITAL CORP. (MELVILLE NY)

NY

10/24/2012 - 07/31/2013

CAPITOL SECURITIES MANAGEMENT, INC. (MELVILLE NY)

NY

02/17/2012 - 12/18/2012

CAPITOL SECURITIES & ASSOCIATES, INC. (MELVILLE NY)

NY

03/04/2010 - 02/23/2012

J.P. TURNER & COMPANY, L.L.C. (PORT JEFFERSON NY)

NY

08/14/2007 - 03/23/2010

GUNNALLEN FINANCIAL, INC (PORT JEFFERSON NY)

NY

04/19/1999 - 04/24/2007

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1999

Series 25 - NYSE Trading Assistant Examination

BC

Issued 03/25/1996

Series 7B - Floor Broker Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Joseph Greene. Review regulatory record here.
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