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Robert Louis Sansone

Investment adviser representative at Blue Horizon Equity, Inc.
12 yearsYears since first job or exam
1 stateRegistered in
$745.9M
Under 1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

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nassauwm.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Blue Horizon Equity, Inc.May 2026 to now
  2. Cetera Wealth Services, LLCMay 2026 to now
  3. North South StrategiesJan 2026 to now
  4. Itrust Advisors LLCJan 2020 to now
  5. Itp Partners LLCJul 2014 to now
  6. Osaic Wealth, Inc.Oct 2024 to May 2026
  7. American Portfolios Advisors, IncJul 2014 to Oct 2024
  8. American Portfolios Financial Services, Inc.Jul 2014 to Oct 2024

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Blue Horizon Equity, Inc.

$745.9M
1,491Clients
28Advisers
Under 1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

410627
341095
Advisor's SEC record
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