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SG

Stephen D. Gellas

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CRD#: 1170053
SG

Professional summary


Stephen Dean Gellas was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Stephen had worked at 6 firms, which includes PIERCE & STONE SECURITIES INC., TRIMARK SECURITIES INC., REVCON (USA) LIMITED, ROBERT AINBINDER & COMPANY, GLOBAL ARENA CAPITAL CORP, YVES HENTIC & COMPANY INCORPORATED.

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

January 24, 1990 - August 7, 1991

PIERCE & STONE SECURITIES, INC.

BD
CRD#: 25338
Past

May 16, 1988 - June 24, 1988

TRIMARK SECURITIES, INC.

BD
CRD#: 17232
Past

March 22, 1988 - July 25, 1989

REVCON (USA) LIMITED

BD
CRD#: 18253
Past

January 29, 1987 - March 16, 1988

ROBERT AINBINDER & COMPANY

BD
CRD#: 18750
Past

February 12, 1986 - October 14, 1986

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
Past

September 21, 1983 - January 15, 1986

YVES HENTIC & COMPANY INCORPORATED

BD
CRD#: 13192

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: 7/31/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/1985
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


P&
PIERCE & STONE SECURITIES, INC.
PIERCE & STONE SECURITIES, INC.

CRD#: 25338 / SEC#: , 8-41673

BD
Cancelled by FINRA on 06/17/1992
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 05/23/1989
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


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


PIERCE & STONE SECURITIES, INC.

CRD#: 25338

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