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Angelo Olivieri

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CRD#: 1076525
AO

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.

Angelo Olivieri JR, who also goes by Angelo (jr) Olivieri, was a registered financial professional .

Angelo is a previously registered financial professional and started their career in finance in 1982. Angelo had worked at 6 firms and has passed the SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angelo (jr) Olivieri

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

July 1, 2011 - December 15, 2014

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
NORWICH, CT
Past

February 11, 2002 - June 30, 2011

HARVEST CAPITAL LLC

BD
CRD#: 35723
NORWICH, CT
Past

February 15, 2000 - February 19, 2002

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

December 10, 1997 - February 8, 1999

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 22, 1982 - September 5, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 22, 1982 - September 5, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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


General Industry/Product Exam
RR
SIE
Date: 12/15/2014
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BP
BROOKLIGHT PLACE SECURITIES, INC.
BROOKLIGHT PLACE SECURITIES, INC. | MTL EQUITY PRODUCTS, INC.

CRD#: 15764 / SEC#: 801-61232, 8-32673

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


Main Address
16930 E. Palisades Blvd Suite 220, Downers Grove, IL 60515
Mailing Address
16930 E. Palisades Blvd Suite 125, Fountain Hills, AZ 85268
Phone number
(888) 976-0659
Established
Illinois since 08/10/1984
Firm type
Corporation
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


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TRAC ENTERPRISES LLCSHAREHOLDER
BROKERS ALLIANCE, INC.SHAREHOLDER
TRUHLAR, CHARLES ANTHONYOWNER OF SHAREHOLDER, PRESIDENT, CHIEF COMPLIANCE OFFICER4533534

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


BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

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