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SD

Sean P. Duffy

SIEBERT WILLIAMS SHANK & CO.
New York, NY 10005
Some features on this profile are disabled
CRD#: 1033340
SD

Professional summary


Sean Philip Duffy, who also goes by Sean Phillip Duffy, is a registered financial professional currently at SIEBERT WILLIAMS SHANK & CO., LLC located in New York, New York.

Sean is registered as a RR (Registered Representative) and started their career in finance in 1982. Sean has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean Phillip Duffy

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) - BD


Click below to view Sean Philip Duffy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 3, 2004 - Present

SIEBERT WILLIAMS SHANK & CO., LLC

Office #1: 100 Wall Street 18th Floor, New York, NY 10005Office #2: 82 East Allendale Road Suite 2a, Saddle River, NJ 07458
BD
CRD#: 42568
New York, NY
Past

March 19, 2001 - April 30, 2004

LOOP CAPITAL MARKETS LLC

BD
CRD#: 43098
CHICAGO, IL
Past

August 10, 2000 - February 1, 2001

INTER-DEALER BROKERS LLC

BD
CRD#: 45502
NEW YORK, NY
Past

March 6, 1990 - July 25, 2000

WILLIAM E. SIMON & SONS MUNICIPAL SECURITIES, INC.

BD
CRD#: 25960
MORRISTOWN, NJ
Past

September 1, 1989 - February 15, 1990

PRINTON, KANE GROUP, INC.

BD
CRD#: 23667
Past

June 23, 1988 - September 1, 1989

PRINTON, KANE GOVERNMENT SECURITIES, INC.

BD
CRD#: 17733
Past

March 11, 1988 - July 16, 1988

PRINTON, KANE GOVERNMENT SECURITIES, L.P.

BD
CRD#: 19673
Past

March 11, 1988 - September 1, 1989

PRINTON KANE & CO., L.P.

BD
CRD#: 6358
Past

February 25, 1982 - July 13, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/31/2005)
RR
Massachusetts
(2/7/2005)
RR
New York
(6/3/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 7/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SW
SIEBERT WILLIAMS SHANK & CO., LLC
SIEBERT CISNEROS SHANK & CO., L.L.C. | SIEBERT, BRANDFORD, SHANK & CO., L.L.C. | SIEBERT WILLLIAMS SHANK | SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568 / SEC#: , 8-49877

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
100 Wall Street 18th Floor, New York, NY 10005
Mailing Address
100 Wall Street 18th Floor, New York, NY 10005
Phone number
(646) 775-4850
Established
Delaware since 03/10/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHANK WILLIAMS CISNEROS, LLCOWNER
CALABRISOTTO, DIANNE NMNAML OFFICER1273900
CALABRISOTTO, DIANNE NMNCHIEF COMPLIANCE OFFICER & COO1273900
CHANDA, ATEESH SINGHCHIEF LEGAL OFFICER6973151
DIAZ, DANIELFINANCIAL PRINCIPAL2214417
HALL, GARYCO-PRESIDENT4393662
SHANK-WERDLOW, SUZANNE FRANCESCEO, DIRECTOR OF PARENT1860931
THOMPSON, WILLIAM COLRIDGE JRCHIEF ADMINISTRATIVE OFFICER2316101
WARNER, SOBANI MULENGACO-PRESIDENT1732009

Disclosures


Regulatory Event4

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


SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568New York, NY 10005

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