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JL

Jeffrey C. Landle

CRITO CAPITAL LLC
New York, NY 10111
Some features on this profile are disabled
CRD#: 1039917
JL

Professional summary

Jeffrey Charles Landle, who also goes by Jeff Charles Landle, is a registered financial professional currently at CRITO CAPITAL LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1982. Jeffrey has worked at 12 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Charles Landle

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 Jeffrey Charles Landle'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

September 16, 2020 - Present

CRITO CAPITAL LLC

Office #1: 45 Rockefeller Plaza Suite 2000, New York, NY 10111
RIA
BD
CRD#: 161724
New York, NY
Past

April 3, 2018 - December 31, 2018

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 31, 2013 - June 1, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Marblehead, MA
Past

September 21, 2007 - November 2, 2011

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 143809
NEW YORK, NY
Past

December 13, 2004 - October 1, 2007

RMG PARTNERS

BD
CRD#: 113257
NEW YORK, NY
Past

May 14, 2002 - January 27, 2004

UNICREDIT CAPITAL MARKETS LLC

BD
CRD#: 7789
NEW YORK, NY
Past

June 29, 1999 - April 22, 2002

COMMONFUND SECURITIES, INC.

BD
CRD#: 43541
WILTON, CT
Past

November 12, 1998 - July 13, 1999

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY
Past

September 18, 1997 - February 19, 1998

COMMONFUND SECURITIES, INC.

BD
CRD#: 43541
WILTON, CT
Past

March 13, 1996 - September 18, 1997

ENDOWMENT ADVISERS, INC.

BD
CRD#: 21715
Past

May 29, 1986 - March 1, 1996

TWENTY-FIRST SECURITIES CORPORATION

BD
CRD#: 14461
NEW YORK, NY
Past

August 21, 1985 - June 18, 1986

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

April 22, 1982 - January 19, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
New York
(9/16/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 6/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/22/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/18/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRITO CAPITAL LLC
CRITO CAPITAL LLC

CRD#: 161724 / SEC#: , 8-69050

Connecticut
Registered Investment Advisory firm - SEC (3/13/2024 Termination Requested)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
8 Wright Street Suite 107, Westport, CT 06880
Mailing Address
8 Wright Street Suite 107, Westport, CT 06880
Phone number
(203) 423-5600
Established
Connecticut since 05/23/2011
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
2

FINRA licenses (24 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

Direct owners and executive officers

NamePositionCRD#
CRITO HOLDINGS LLCSOLE OWNER OF CRITO CAPITAL LLC
BEATON, DANIEL STEWARTFINOP4240769
GESKE, DAVID MICHAELMANAGING PRINCIPAL2514685
GILLMAN, THEODORE JONESMANAGING PRINCIPAL, EXECUTIVE REP.2498623
MARSHALL, ANN MARIEPRINCIPAL6298134
OLEKSIW, EUNICECHIEF COMPLIANCE OFFICER3110818

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

CRITO CAPITAL LLC

CRD#: 161724New York, NY 10111

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