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Robert Hercek

Citigroup Global Markets Inc.

New York, NY

Tampa, FL

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-07
  • CA RA
    APPROVED
    Since 2021-01-07

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

3800 Citi Group Center Drive, Tampa, FL 33610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Inc Tampa FL 06/2014 02/2019
Usaa Financial Advisors Inc Tampa FL 06/2014 02/2019
Usaa Investment Management Company San Antonio TX 01/2018 02/2019
Citigroup Tampa FL 06/2020 Present
Unemployed Dade City FL 03/2019 05/2020
  • 06/2014 → 02/2019
    Usaa Financial Planning Services Inc
    Tampa, FL
  • 06/2014 → 02/2019
    Usaa Financial Advisors Inc
    Tampa, FL
  • 01/2018 → 02/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 06/2020 → Present
    Citigroup
    Tampa, FL
  • 03/2019 → 05/2020
    Unemployed
    Dade City, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-26
S63 Uniform Securities Agent State Law Examination 2014-09-02
S66 Uniform Combined State Law Examination 2005-02-28
  • S65 Uniform Investment Adviser Law Examination
    2015-10-26
  • S63 Uniform Securities Agent State Law Examination
    2014-09-02
  • S66 Uniform Combined State Law Examination
    2005-02-28
Other Names
  • Robert Hercek
  • Robert F Hercek
  • Robert Frank Hercek

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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