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

Raymond M. Pinelli

HRC FUND ASSOCIATES
New York, NY 10005
Some features on this profile are disabled
CRD#: 1046976
RP

Professional summary


Raymond Michael Pinelli is a registered financial professional currently at HRC FUND ASSOCIATES, LLC located in New York, New York.

Raymond is registered as a RR (Registered Representative) and started their career in finance in 1982. Raymond has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 8 and Series 24 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) - BD


Click below to view Raymond Michael Pinelli'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

April 16, 2019 - Present

HRC FUND ASSOCIATES, LLC

Office #1: 88 Pine Street 31st Floor, Suite 3101, New York, NY 10005
BD
CRD#: 142846
New York, NY
Past

May 4, 2016 - October 8, 2018

TRIVE NEW YORK LLC

BD
CRD#: 21946
NEW YORK, NY
Past

April 14, 2000 - January 16, 2015

FRED ALGER & COMPANY, LLC

BD
CRD#: 5300
NEW YORK, NY
Past

April 30, 1998 - March 30, 2000

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

January 25, 1991 - March 29, 2000

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 29, 1989 - October 18, 1990

FIRST OHIO SECURITIES COMPANY

BD
CRD#: 15903
Past

March 13, 1989 - April 1, 1989

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

February 6, 1989 - March 1, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

August 22, 1986 - August 25, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

May 19, 1983 - April 2, 1984

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

May 24, 1982 - August 10, 1982

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555

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
Alabama
(4/16/2019)
RR
Arizona
(4/16/2019)
RR
Arkansas
(4/16/2019)
RR
California
(4/16/2019)
RR
Colorado
(4/16/2019)
RR
Connecticut
(4/16/2019)
RR
Florida
(4/16/2019)
RR
Georgia
(4/16/2019)
RR
Illinois
(4/16/2019)
RR
Iowa
(4/16/2019)
RR
Kentucky
(4/16/2019)
RR
Louisiana
(4/16/2019)
RR
Maine
(4/16/2019)
RR
Maryland
(4/16/2019)
RR
Massachusetts
(4/16/2019)
RR
Michigan
(4/16/2019)
RR
Minnesota
(4/16/2019)
RR
Missouri
(4/16/2019)
RR
Nebraska
(4/16/2019)
RR
Nevada
(4/16/2019)
RR
New Hampshire
(4/16/2019)
RR
New Jersey
(4/16/2019)
RR
New York
(4/16/2019)
RR
North Carolina
(4/16/2019)
RR
Ohio
(4/16/2019)
RR
Oregon
(4/16/2019)
RR
Pennsylvania
(4/16/2019)
RR
Texas
(4/16/2019)
RR
Utah
(4/16/2019)
RR
Virginia
(4/16/2019)
RR
Washington
(4/16/2019)
RR
West Virginia
(4/16/2019)
RR
Wisconsin
(4/16/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 12/23/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/28/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/1989
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


HF
HRC FUND ASSOCIATES, LLC
D/B/A TIVIRA PARTNERS | MMB SECURITIES LLC | LIBERTY STREET SECURITIES LLC | HRC FUND ASSOCIATES, LLC

CRD#: 142846 / SEC#: , 8-67496

BD
Broker-Dealer Firm Regulated by FINRA (New York 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
88 Pine Street 31st Floor, Suite 3101, New York, NY 10005
Mailing Address
88 Pine Street 31st Floor, Suite 3101, New York, NY 10005
Phone number
(212) 240-9726
Established
Delaware since 06/23/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (42 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#
DANIELS, SCOTT DAVIDMEMBER; FINOP, CFO1912249
FONTANA, VICTOR J JR.CONTROLLER6054744
FONTANA, VICTOR JOSEPHMEMBER, PRESIDENT, COO1240936
HILL, RAYMOND ALEXANDER IIIMEMBER1950094
REICK, TIMOTHY WILLIAMCEO, MEMBER4384534
THE DANIELS GST TRUSTMEMBER
THE FONTANA GST TRUSTMEMBER
THE RAYMOND HILL GST TRUSTMEMBER
DANIELS, SCOTT DAVIDTRUSTEE - THE FONTANA GST TRUST1912249
DANIELS, SCOTT DAVIDTRUSTEE - THE RAYMOND HILL GST TRUST1912249
DANIELS, TERI ANNTRUSTEE - THE DANIELS GST TRUST6154120
FONTANA, CHRISTINE LYNNTRUSTEE - THE FONTANA GST TRUST6153900
FONTANA, VICTOR JOSEPHTRUSTEE - THE DANIELS GST TRUST1240936
NOWACK, ANDREW PETERCCO, GENERAL COUNSEL2488500

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


HRC FUND ASSOCIATES, LLC

CRD#: 142846New York, NY 10005

TRUST BUT VERIFY

Monitor Raymond Pinelli

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

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
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