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Lee R. Amster

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CRD#: 1020814
LA

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.

Lee Richard Amster was a registered financial professional .

Lee is a previously registered financial professional and started their career in finance in 1981. Lee had worked at 13 firms and has passed the Series 65, Series 63, Series 55, Series 3, Series 7 and Series 52 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

January 28, 2011 - April 13, 2011

OCEAN VIEW CAPITAL, LLC

BD
CRD#: 148616
RANCHO SANTA FE, CA
Past

May 14, 2004 - July 27, 2004

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

June 16, 2003 - December 17, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

February 14, 2003 - May 20, 2003

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

November 17, 2000 - April 12, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

January 28, 1995 - November 30, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 16, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

January 31, 1990 - August 10, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 25, 1986 - February 3, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 26, 1986 - March 14, 1986

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

May 9, 1984 - March 17, 1986

PERSHING LLC

BD
CRD#: 7560
Past

September 3, 1982 - May 14, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

December 11, 1981 - April 19, 1982

DONALD SHELDON & CO., INC.

BD
CRD#: 6966

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


State Security Law Exam
IAR
Series 65
Date: 1/14/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 1/8/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OV
OCEAN VIEW CAPITAL, LLC
OCEAN VIEW CAPITAL, LLC | OCEANVIEW CAPITAL, LLC

CRD#: 148616 / SEC#: , 8-68045

BD
Terminated by SEC on 12/27/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/05/2008
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INDIGO INVESTMENT GROUP INCMEMBER
HYATT, LISA RENEMANAGING PARTNER & CEO4586164
CARSON, WILLIAM HUGHFINOP722967
KATSAFAROS, GUS PETERCOO2552810
LARSON, ROBERT JEROMEDIRECTOR OF COMPLIANCE & CCO1565322

Disclosures


Regulatory Event5

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


OCEAN VIEW CAPITAL, LLC

CRD#: 148616

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