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CS

Cary W. Sucoff

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CRD#: 1156732
CS

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.

Cary William Sucoff was a registered financial professional .

Cary is a previously registered financial professional and started their career in finance in 1983. Cary had worked at 10 firms and has passed the Series 63, Series 7 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)


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 14, 2006 - February 6, 2012

EQUITY SOURCE PARTNERS, LLC

BD
CRD#: 140227
JERICHO, NY
Past

April 9, 2003 - August 17, 2006

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
JERICHO, NY
Past

February 25, 1997 - March 21, 2003

KSH INVESTMENT GROUP, INC.

BD
CRD#: 41817
GREAT NECK, NY
Past

July 31, 1993 - January 24, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 2, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 20, 1987 - January 28, 1991

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 14, 1985 - February 2, 1987

ROONEY, PACE INC.

BD
CRD#: 6218
Past

March 29, 1985 - October 23, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

June 12, 1984 - April 8, 1985

CRALIN & CO., INC.

BD
CRD#: 7605
Past

August 23, 1983 - June 6, 1984

CIBC WORLD MARKETS CORP.

BD
CRD#: 630

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: 9/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ES
EQUITY SOURCE PARTNERS, LLC
EQUITY SOURCE PARTNERS, LLC

CRD#: 140227 / SEC#: , 8-67295

BD
Terminated by SEC on 02/06/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ESP HOLDINGS, LLCSOLE OWNER
ANDERSON, FRANCIS PETERCHIEF COMPLIANCE OFFICER715528
SUCOFF, CARY WILLIAMPRESIDENT1156732

Disclosures


Regulatory Event1

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


EQUITY SOURCE PARTNERS, LLC

CRD#: 140227

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