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1 Rockefeller Plaza 7Th Floor, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ingalls & Snyder, Llc | New York | NY | 05/1982 | Present |
| Ingalls Investment Management, Llc | New York | NY | 08/2026 | Present |
TRUSTEE OF SEVEN FAMILY TRUSTS AND OF FOUR FRIENDS' TRUSTS WHICH ARE ALL INVESTMENT RELATED. TRUSTS STARTED AT VARIOUS TIMES, AND AS TRUSTEE DEVOTE LESS THAN 5 HOURS PER MONTH TO TRUSTS. Also serves as manager and agent of Pakeen LLC which is an entity formed as part an estate plan for the RR's family. RR is the sole member of the LLC, and RR serves as the Ingalls' adviser rep managing the accounts of the trust and Pakeen LLC, both of which are maintained at Ingalls. Outside of the time spent as the investment advisor rep for the accounts of both entities, there is little time (less than 5 hours per month) dedicated to the activity as an agent of Pakeen LLC. The entity was formed in August but activity as agent commenced on September 20, 2016.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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