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BS

Burt L. Stangarone

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CRD#: 1048306
BS

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.

Burt Leonard Stangarone, who also goes by Umberto L Stangarone, was a registered financial professional .

Burt is a previously registered financial professional and started their career in finance in 1982. Burt had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Umberto L Stangarone

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

November 1, 2017 - October 15, 2018

FORTE SECURITIES LLC

BD
CRD#: 38373
New York, NY
Past

October 28, 2015 - May 17, 2016

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

September 28, 2009 - October 30, 2015

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

June 17, 2003 - October 18, 2007

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

October 10, 2000 - December 31, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

February 22, 1989 - October 10, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 24, 1982 - March 2, 1989

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
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
Series 63
Date: 11/26/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/6/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FORTE SECURITIES LLC
FORTE SECURITIES LLC | W.R. MASSIE CAPITAL, L.L.C. | SOUTHLAKE CAPITAL, L.L.C. | MASSIE (W.R.) CAPITAL, L.L.C.

CRD#: 38373 / SEC#: , 8-48201

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


Main Address
199 Water Street 9th Floor, New York, NY, 10038
Mailing Address
199 Water Street 9th Floor, New York, NY, 10038
Phone number
(929) 999-1783
Established
Delaware since 10/19/2021
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORTE SECURITIES HOLDINGS, LLCPARENT COMPANY
ARORA, VRINDAFINOP7784034
BASKETT, ERIN ELAINECHIEF COMPLIANCE OFFICER4538604
HERZBERG, ALEXIS ROGERCEO4894127

Disclosures


Regulatory Event3

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


FORTE SECURITIES LLC

CRD#: 38373

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