Robert Schaefer has been an investment adviser representative at Buckram Securities since September 2025, and is not listed among the firm’s executive officers or direct owners.
Buckram Securities LTD is a Locust Valley, NY firm with $117M under management, 173 clients and 2 advisers in one office, as of its February 2026 filing.
Robert Schaefer’s longest registration was 12 years at Morgan Stanley (2012–2025). Before joining Buckram Securities in 2025, Robert Schaefer was registered through Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Morgan Stanley– · 12 yearsGarden City, NY · Adviser representative · Firm CRD 149777
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearJericho, NY · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Robert Schaefer is registered as an investment adviser representative in New York, since September 2025.
- New YorkSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 July 2011 |
| Series 7 | General Securities Representative Examination | 9 June 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert L Schaefer
- CRD
- 5917718
- Firm
- Buckram Securities · CRD 126976
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Schaefer work?
Robert Schaefer is an investment adviser representative registered through Buckram Securities LTD since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Schaefer a financial advisor?
Yes. Robert Schaefer has a current investment-adviser registration in New York, through Buckram Securities since September 2025.
How many years of experience does Robert Schaefer have?
Robert Schaefer has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has Robert Schaefer passed?
Robert Schaefer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2011. FINRA credited Robert Schaefer with the SIE, which began in October 2018.
Where did Robert Schaefer work before Buckram Securities?
Before Buckram Securities, Robert Schaefer was registered through Morgan Stanley, December 2012 to April 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2011 to November 2012.
Is Robert Schaefer registered with FINRA?
Yes. Robert Schaefer has a current broker registration, under CRD 5917718.
Source: FINRA BrokerCheck
How can I verify Robert Schaefer’s record?
Search CRD 5917718 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Schaefer’s full registration record.
- Peter Philip DebuonaPresident/CCO
- Jane DebuonaFINOP
- Eric Matthew FilipponePrincipal
- Maria Ann RutterPrincipal