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TS

Thomas R. Suger

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CRD#: 1195978
TS

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.

Thomas Richard Suger was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 11 firms and has passed the Series 63, SIE, Series 15 and Series 7 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

June 17, 2015 - November 18, 2015

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

October 18, 2012 - July 3, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SAN FRANCISCO, CA
Past

December 15, 2005 - March 14, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
SAN FRANCISCO, CA
Past

May 10, 2002 - January 4, 2006

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

December 15, 2000 - March 1, 2002

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

July 12, 1994 - November 6, 2000

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

February 28, 1990 - June 10, 1994

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

June 27, 1988 - March 8, 1989

GLICKENHAUS & CO.

BD
CRD#: 2016
Past

March 15, 1988 - July 6, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

July 31, 1985 - January 14, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

March 27, 1984 - June 7, 1985

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

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: 3/29/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 6/6/1984
Foreign Currency Options Examination
General Industry/Product Exam

Current Firm


SS
SUTTER SECURITIES INCORPORATED
S & D SECURITIES, INC. | SUTTER SECURITIES, INC. | SUTTER SECURITIES INCORPORATED

CRD#: 30770 / SEC#: , 8-45158

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


Main Address
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Mailing Address
6 Venture, Suite 395 Suite 395, Irvine, CA 92618
Phone number
(415) 352-6300
Established
California since 07/22/1992
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (50 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#
SUTTER SECURITIES GROUP INC (FORMERLY FINTECH GLOBAL MARKETS)SHAREHOLDER
BULL, ROBERT LEE IVFINOP1521134
CHOMATIL, NEHRU SUBRAMANIANCHIEF COMPLIANCE OFFICER2342004
MALEY, ROBERT ANDREWEXECUTIVE VICE PRESIDENT2442794
MATTHEWS, GILBERT ELLIOTTSR. MANAGING DIRECTOR, DIRECTOR, CHAIRMAN
SMITH, LINCOLN JOSEPH JRPRESIDENT, CEO2501422

Disclosures


Regulatory Event1
Bond1

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


SUTTER SECURITIES INCORPORATED

CRD#: 30770

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