AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AR

Alyce R. Reiner

Some features on this profile are disabled
CRD#: 1026101
AR

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.

Alyce Ronni Reiner, who also goes by Alyce Baruch, was a registered financial professional .

Alyce is a previously registered financial professional and started their career in finance in 1981. Alyce had worked at 8 firms and has passed the Series 66, Series 3, Series 15, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alyce Baruch

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

October 13, 2009 - May 18, 2012

LEERINK PARTNERS LLC

BD
CRD#: 39011
BOSTON, MA
Past

July 10, 2007 - June 9, 2009

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
UNIONDALE, NY
Past

April 29, 2002 - July 10, 2007

RYAN BECK & CO.

BD
CRD#: 3248
UNIONDALE, NY
Past

October 22, 1996 - May 13, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

March 25, 1993 - October 4, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 25, 1993 - October 4, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

June 8, 1990 - February 10, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 23, 1981 - May 24, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
RR
IAR
Series 66
Date: 8/17/1998
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/3/1983
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/29/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


LP
LEERINK PARTNERS LLC
LEERINK | SVB SECURITIES LLC | SVB LEERINK LLC | LEERINK, SWANN, GARRITY, SOLLAMI, YAFFE & WYNN, INC. | LEERINK SWANN LLC | LEERINK SWANN & COMPANY | LEERINK SWANN & CO., INC. | LEERINK PARTNERS, LLC | LEERINK PARTNERS LLC | LEERINK PARTNERS | LEERINK & CO., INC.

CRD#: 39011 / SEC#: 801-68264, 8-48535

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
53 State Street 40th Floor, Boston, MA, 02109
Mailing Address
53 State Street 40th Floor 40th Floor, Boston, MA, 02109
Phone number
(617) 918-4900
Established
Delaware since 07/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

LEERINK ADV PART 2A 03 2012 (3/24/2012)

Direct owners and executive officers


NamePositionCRD#
LEERINK INTERMEDIATE HOLDINGS LLCMEMBER
CASEY, KEVIN MICHAELCHIEF COMPLIANCE OFFICER4754440
DAVIDSON, THOMAS ADAMSENIOR MANAGING DIRECTOR2248233
DUBIN, DANIEL BARRYSENIOR MANAGING DIRECTOR3231063
GENTILE, JOSEPH ROBERTCHIEF ADMINISTRATIVE OFFICER2545927
HEINEMAN, STEVEN PGENERAL COUNSEL5386950
JURKIEWICZ, GREGG MARTINFINOP4440135
LEERINK, JEFFREY ALANCEO1718986
OLSON, ERIC PATRICKPRINCIPAL OPERATIONS OFFICER2542584

Disclosures


Regulatory Event6

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


LEERINK PARTNERS LLC

CRD#: 39011

TRUST BUT VERIFY

Monitor Alyce Reiner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics