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MV

Marcelo Viteri

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CRD#: 1001640
MV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marcelo Viteri was a registered financial professional .

Marcelo is a previously registered financial professional and started their career in finance in 1981. Marcelo had worked at 9 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 3, 1999 - November 30, 2016

SEIDEL & CO., LLC

BD
CRD#: 42821
NEW YORK, N. Y., NY
Past

April 21, 1995 - March 18, 1998

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

October 13, 1994 - May 12, 1995

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

June 10, 1991 - October 31, 1994

SFI INVESTMENTS, INC.

BD
CRD#: 21663
NEW YORK, NY
Past

September 20, 1989 - February 27, 1990

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

April 12, 1988 - May 30, 1989

OPPENHEIMER & CO. INC.

BD
CRD#: 249
Past

April 1, 1988 - April 12, 1988

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

November 23, 1987 - April 1, 1988

OPPENHEIMER & CO. INC.

BD
CRD#: 249
Past

April 21, 1987 - November 5, 1987

MINT BROKERS

BD
CRD#: 13681
Past

August 13, 1981 - April 21, 1987

MULLER AND COMPANY, INC.

BD
CRD#: 2841

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 11/30/2016
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


S&
SEIDEL & CO., LLC
DAVID WILLIAM SECURITIES | SEIDEL & SHAW LLC | SEIDEL & SHAW L.L.C. | SEIDEL & CO., LLC

CRD#: 42821 / SEC#: , 8-50016

BD
Terminated by SEC on 03/04/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 12/02/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SEIDEL, ALAN DAVIDCCO, AMLCO872696
SEIDEL, ALAN DAVIDC.E.O., GSP872696

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SEIDEL & CO., LLC

CRD#: 42821

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