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SW

Susan P. Weissenberg

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CRD#: 1080398
SW

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.

Susan Pilcher Weissenberg, who also goes by Susan Marie Pilcher, Susan Pilcher, Susan M Pilcherweissenberg, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1983. Susan had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Marie Pilcher | Susan Pilcher | Susan M Pilcherweissenberg

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

March 19, 2010 - January 25, 2012

ACCESS SECURITIES, LLC

BD
CRD#: 22455
STAMFORD, CT
Past

July 27, 2006 - May 15, 2009

GLOBAL CROWN CAPITAL, LLC

BD
CRD#: 16761
SAN FRANCISCO, CA
Past

February 16, 1999 - July 26, 2006

MOORS & CABOT, INC.

BD
CRD#: 594
SAN FRANCISCO, CA
Past

March 31, 1998 - October 5, 1998

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY
Past

July 1, 1996 - April 22, 1998

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

October 16, 1986 - July 17, 1996

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

December 13, 1985 - October 7, 1986

SECURITIES SETTLEMENT CORPORATION

BD
CRD#: 7129
Past

December 21, 1983 - July 24, 1985

SWISS AMERICAN SECURITIES INC.

BD
CRD#: 7973

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: 1/16/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AS
ACCESS SECURITIES, LLC
ACCESS SECURITIES, INC. | ACCESS SECURITIES, LLC

CRD#: 22455 / SEC#: , 8-39729

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


Main Address
140 Elm Street Suite 7, New Canaan, CT 06840
Mailing Address
140 Elm Street Suite 7, New Canaan, CT 06840
Phone number
(203) 322-3377
Established
Delaware since 05/30/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 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#
LEPERCQ DE NEUFLIZE & CO., INCORPORATEDMEMBER
CRAWFORD, SHARI JEANNESECRETARY (2/2024) AND CFO (01/2010), AMLCO AND GSP AND CCO2387030
FELDMAN, RICHARD MARKFINOP2273453
FREMED, JOSHUA MARCSOLE MANAGER4985772
GOING, MICHAEL LEEPRESIDENT/CEO, GSP4687384

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


ACCESS SECURITIES, LLC

CRD#: 22455

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