Robert Siri is a registered investment advisor, based in New York, NY, with 6 years of industry experience.
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cp Client Solutions LLCBroker
February 2026 - Present · 3 mos
Cerity Partners LLC
January 2026 - Present · 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - December 2025 · 4 yrs 11 mos
Goldman Sachs Wealth Services, L.P.
August 2020 - December 2025 · 5 yrs 4 mos
Mercer Allied Company, L.P.Broker
December 2019 - January 2021 · 1 yr 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.