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Detailed Report
ROBERT BORIS GELLER
BORIS AGRANOV, ROBERT BORIS AGRANOV
CRD#: 2150813
IA
Investment Adviser
B
Broker
ARETE WEALTH ADVISORS, LLCCRD#: 145488 626 Busse Hwy
Park Ridge, IL 60068
ARETE WEALTH MANAGEMENT, LLCCRD#: 44856 626 Busse Hwy
Park Ridge, IL 60068
Registration History
19952000200520102015202020252 FIRMS2011 - 2013 (1 year)2 FIRMS2014 - 2014 (<1 year)2 FIRMS2016 - 2017 (1 year)2 FIRMS2017 - 2020 (2 years)2 FIRMS2020 - Present (5 years)BTHOMAS JAMES ASSOCIATES, INC. (CRD# 15609)1991 - 1991 (<1 year)
License(s)

State Registrations

IA
Florida 5/12/2021
IA
Illinois 3/17/2020
B
Illinois 3/16/2020
B
Minnesota 8/16/2023

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ARETE WEALTH ADVISORS, LLC (CRD#:145488)
626 Busse Hwy, Park Ridge, IL 60068
Registered with this firm since 3/17/2020
B
ARETE WEALTH MANAGEMENT, LLC (CRD#:44856)
626 Busse Hwy, Park Ridge, IL 60068
Registered with this firm since 3/16/2020
Previous Registration(s)
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IA
 11/08/2017 - 03/12/2020 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) PARK RIDGE, IL
B
 11/08/2017 - 03/12/2020 SECURITIES AMERICA, INC. (CRD#:10205) PARK RIDGE, IL
IA
 07/25/2016 - 10/23/2017 PRIMERICA ADVISORS (CRD#:10111) DES PLAINES, IL
B
 06/21/2016 - 10/23/2017 PFS INVESTMENTS INC. (CRD#:10111) DES PLAINES, IL
IA
 05/07/2014 - 12/08/2014 ARETE WEALTH ADVISORS, LLC (CRD#:145488) SCHAUMBURG, IL
B
 05/23/2014 - 12/08/2014 ARETE WEALTH MANAGEMENT, LLC (CRD#:44856) SCHAUMBURG, IL
IA
 09/13/2011 - 03/14/2013 MORGAN STANLEY (CRD#:149777) RIVERWOODS, IL
B
 08/15/2011 - 03/14/2013 MORGAN STANLEY (CRD#:149777) RIVERWOODS, IL
B
 08/26/1991 - 09/13/1991 THOMAS JAMES ASSOCIATES, INC. (CRD#:15609)
FINRA expelled the firm on 03/01/1999
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.