Robotti Securities, LLC

Broker-DealerFINRA MemberEst. 1983
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
13251
Registered since
March 1, 1983

Firm profile

FINTRX

Overview

Robotti Securities, LLC is organized as a limited liability company and is recorded in FINTRX as an SEC-registered entity since 1983. The platform classifies the firm as unclassified and indicates ownership as a domestic entity and individual. FINTRX flags several negative attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. The snapshot does not include descriptive entries for the firm’s fee schedule, client segments, or day-to-day advisory and business activities. That absence limits what can be concluded from the dataset about the firm’s client focus or the services it makes available.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Robert Robotti

    Robert Robotti

    Founder & Chief Investment OfficerCRD 732905

  • Erwin Mevorah

    Erwin Mevorah

    Chief Financial and Operating OfficerCRD 1944735

  • Dennis Kelleher

    Dennis Kelleher

    Chief Compliance OfficerCRD 2107342

Contacts

3 of 20
  • Theo Van Der Meer

    Theo Van Der Meer

    Senior Investment AssociateCRD 6093930

  • Kenneth Wasiak

    Kenneth Wasiak

    Operations ManagerCRD 1485703

  • Nancy Seklir

    DirectorCRD 1756843

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
125 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth