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Steven A. Kriegsman

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CRD#: 1067082
SK

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.

Steven Arthur Kriegsman, who also goes by Steve Kriegsman, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1982. Steven had worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Kriegsman

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

August 31, 2012 - March 20, 2013

OBEX SECURITIES LLC

BD
CRD#: 120002
NEW ROCHELLE, NY
Past

December 12, 2011 - December 31, 2015

KRIEGSMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 134494
LOS ANGELES, CA
Past

April 3, 2009 - August 22, 2011

KRIEGSMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 134494
LOS ANGELES, CA
Past

March 29, 2007 - December 31, 2008

KRIEGSMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 134494
LOS ANGELES, CA
Past

April 13, 2005 - December 31, 2005

KRIEGSMAN CAPITAL ADVISORS, LLC

RIA
CRD#: 134494
LOS ANGELES, CA
Past

January 8, 2004 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
LOS ANGELES, CA
Past

November 11, 2003 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
LOS ANGELES, CA
Past

November 19, 2001 - November 3, 2003

FINANCIAL WEST GROUP

RIA
CRD#: 16668
LOS ANGELES, CA
Past

October 1, 2001 - November 3, 2003

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

October 16, 1991 - December 31, 1991

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

March 30, 1987 - October 12, 1988

FINANCIAL PLACEMENT INTERNATIONAL, INC.

BD
CRD#: 14316
Past

January 15, 1987 - May 7, 1987

INVESTACORP, INC.

BD
CRD#: 7684
Past

October 15, 1986 - December 22, 1986

INVESTACORP, INC.

BD
CRD#: 7684
Past

July 15, 1986 - August 18, 1988

NETWORK EQUITIES, INC.

BD
CRD#: 10659
Past

October 11, 1985 - May 22, 1986

FIRST AMERIGROUP SECURITIES, INC.

BD
CRD#: 14062
Past

May 24, 1984 - September 30, 1985

INVESTACORP, INC.

BD
CRD#: 7684
Past

October 5, 1982 - June 5, 1984

NETWORK EQUITIES, INC.

BD
CRD#: 10659

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
IAR
Series 66
Date: 10/26/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


OS
OBEX SECURITIES LLC
OBEX SECURITIES LLC

CRD#: 120002 / SEC#: , 8-65242

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


Main Address
290 Overlook Road, New Rochelle, NY 10804
Mailing Address
290 Overlook Road, New Rochelle, NY 10804
Phone number
(914) 833-1800
Established
Delaware since 08/14/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OBEX GROUP LLCSOLE SHAREHOLDER
KATZENSTEIN, RANDALL JAYPRESIDENT/CEO1209829
ROONEY, ALICE MARGARETCOO/FINOP/CCO/ROSRP1910469

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


OBEX SECURITIES LLC

CRD#: 120002

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