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BT

Bruce N. Terry

FDX CAPITAL LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 1050190
BT

Professional summary


Bruce Nelson Terry is a registered financial professional currently at FDX CAPITAL LLC located in New York, New York.

Bruce is registered as a RR (Registered Representative) and started their career in finance in 1982. Bruce has worked at 8 firms and has passed the Series 63, Series 22TO, SIE, Series 7, Series 3, Series 22 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 Bruce Nelson Terry's 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

January 4, 2017 - Present

FDX CAPITAL LLC

Office #1: 515 Madison Avenue 24th Floor, New York, NY 10022
BD
CRD#: 119302
New York, NY
Past

December 17, 2015 - March 28, 2016

TCG SECURITIES, L.L.C.

BD
CRD#: 154788
New York, NY
Past

December 23, 2009 - July 31, 2015

BREVAN HOWARD US LLC

BD
CRD#: 150662
NEW YORK, NY
Past

July 30, 2008 - May 12, 2009

SECURITIES RESEARCH, INC. OF FLORIDA

BD
CRD#: 6516
VERO BEACH, FL
Past

July 5, 2002 - August 2, 2006

WESTON FINANCIAL SERVICES LLC

BD
CRD#: 117946
NEW YORK, NY
Past

January 23, 1985 - January 1, 1986

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

April 12, 1984 - November 1, 1984

JOHNSON MATTHEY ASSET MANAGEMENT

BD
CRD#: 13883
Past

May 17, 1982 - February 15, 1984

BALFOUR, MCCLAINE INC.

BD
CRD#: 10484

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
Connecticut
(1/4/2017)
RR
New York
(1/4/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 4/16/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FDX CAPITAL LLC
DOUGLAS FINANCIAL LLC | FDX CAPITAL LLC

CRD#: 119302 / SEC#: , 8-65170

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


Main Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Mailing Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Phone number
(888) 814-8180
Established
New Jersey since 10/10/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
JAMES ALPHA HOLDINGS, LLCMANAGING MEMBER
GREENE, KEVIN ROBERTCEO1295699
MONTAGUE, MICHAELOPERATIONS OFFICER5121305
PREVEZA, DOUGLAS JOHNCHIEF COMPLIANCE OFFICER2692333
SMITH, ELIZABETH ANNEFINOP/PRINCIPAL FINANCIAL OFFICER1960549

Disclosures


Regulatory Event2

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


FDX CAPITAL LLC

CRD#: 119302New York, NY 10022

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