Best Investors Account Sign in
Inactive

Robert E Friedman

Jaffa Gate Research & Advisory

Short Hills, NJ

CRD 4697150

Claim This Profile
Employer firm

Jaffa Gate Research & Advisory CRD 314692

2 advisory clients

Reported services (Item 5G)

  • INVESTMENT RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Jaffa Gate Research & Advisory

Short Hills, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-09-29
  • NJ RA
    APPROVED
    Since 2021-09-29

Branch Locations

Short Hills, NJ • 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
Self Employed Short Hills NJ 02/2006 Present
Rrbb Asset Management, Llc Maplewood NJ 01/2019 12/2020
Aem Asset Management, Llc Somerset NJ 08/2020 02/2021
Jaffa Gate Research & Advisory Group, Llc Short Hills NJ 03/2021 Present
  • 02/2006 → Present
    Self Employed
    Short Hills, NJ
  • 01/2019 → 12/2020
    Rrbb Asset Management, Llc
    Maplewood, NJ
  • 08/2020 → 02/2021
    Somerset, NJ
  • 03/2021 → Present
    Jaffa Gate Research & Advisory Group, Llc
    Short Hills, NJ
Previous Registrations
  • 2020-09-16 → 2021-03-02
    Somerset, NJ
  • 2019-09-04 → 2020-12-31
    Rrbb Asset Management, Llc
    Maplewood, NJ
Other Businesses

Robert Friedman is the sole member of Premier International SAF (PISAF), a New Jersey LLC. PISAF owns publicly traded securities solely for Mr. Friedman’s account. Mr. Friedman has been a sole member of PISAF since April 2012. Mr. Friedman is also the sole member of Meryl Investments YSF (Meryl), a Delaware LLC. Mr. Friedman has been a sole member of Meryl since June 2026. Mr. Friedman intends Meryl to become the successor of LLC to PISAF. Mr. Friedman is also a trustee and sole beneficiary of the Robert Elliot Friedman Trust (the Trust). The Trust owns passive, publicly traded securities solely for the Trust’s account. The Trust is also a limited partner in a private equity fund. Mr. Friedman has been a trustee and sole beneficiary of the Trust since July 1993.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30

View on SEC IAPD

More in Short Hills, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor