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Robert Leone

Cantor Fitzgerald & Co.

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About Robert Leone

Robert Leone is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Cantor Fitzgerald & Co. and is licensed in several states including New Jersey, New York, California, Connecticut, Illinois, Maryland, Massachusetts, Pennsylvania, Georgia, Ohio, Colorado, Indiana and Texas. Robert has held prior positions at Jefferies LLC, Jefferies High Yield Trading, LLC, Deutsche Bank Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Robert Leone is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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 Leone’s Registration & Firm History

NJ

09/18/2017 - Present

Cantor Fitzgerald & Co. (SUMMIT NJ)

NY

07/06/2009 - 10/05/2017

JEFFERIES LLC (NEW YORK NY)

NJ

07/24/2009 - 06/03/2013

JEFFERIES HIGH YIELD TRADING, LLC (SHORT HILLS NJ)

NY

05/17/2005 - 07/08/2009

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

10/02/1996 - 05/16/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/25/1996

Series 3 - National Commodity Futures Examination

BC

Issued 08/27/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Leone.
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