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KR

Kevin C. Rafferty

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CRD#: 1209915
KR

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.

Kevin Calabro Rafferty, who also goes by Kevin Salvatore Calabro, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1983. Kevin had worked at 20 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Salvatore Calabro

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 24, 2014 - August 21, 2014

PENSERRA SECURITIES, LLC

BD
CRD#: 145994
ORINDA, CA
Past

October 17, 2012 - March 13, 2013

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

May 1, 2012 - August 1, 2012

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

March 3, 2010 - August 3, 2011

ALADDIN CAPITAL LLC

BD
CRD#: 103766
STAMFORD, CT
Past

September 15, 2009 - January 13, 2010

WEEDEN & CO.L.P.

BD
CRD#: 16835
GREENWICH, CT
Past

June 1, 2007 - September 1, 2009

KNIGHT LIBERTAS LLC

BD
CRD#: 124790
GREENWICH, CT
Past

August 26, 2003 - June 13, 2007

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RED BANK, NJ
Past

October 16, 2001 - August 29, 2003

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

May 9, 2001 - June 29, 2001

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

March 26, 2001 - May 5, 2001

FIRST EQUITY CORPORATION OF FLORIDA

BD
CRD#: 9
MIAMI, FL
Past

April 14, 1999 - January 18, 2001

FIRST EQUITY CORPORATION OF FLORIDA

BD
CRD#: 9
MIAMI, FL
Past

August 24, 1998 - April 16, 1999

CFC SECURITIES, INC.

BD
CRD#: 44748
NEW YORK, NY
Past

April 23, 1998 - September 1, 1998

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

August 15, 1996 - December 23, 1997

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

May 28, 1993 - July 16, 1996

CHAPDELAINE CORPORATE SECURITIES & CO

BD
CRD#: 23741
NEW YORK, NY
Past

June 22, 1992 - December 10, 1992

PHILLIP LOUIS TRADING, INC.

BD
CRD#: 19378
RED BANK, NJ
Past

November 14, 1989 - September 5, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

November 22, 1988 - October 24, 1989

QUADREX SECURITIES CORPORATION

BD
CRD#: 13305
Past

May 1, 1987 - May 4, 1988

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
Past

January 16, 1986 - March 25, 1987

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

August 19, 1985 - December 9, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

December 21, 1983 - June 25, 1984

ADVEST, INC.

BD
CRD#: 10

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: 4/23/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/31/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


PS
PENSERRA SECURITIES, LLC
PENSERRA SECURITIES | PENSERRA SECURITIES, LLC

CRD#: 145994 / SEC#: , 8-67773

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


Main Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Mailing Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Phone number
(646) 459-0581
Established
New York since 02/27/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PENSERRA FINANCIAL VENTURES LLCHOLDING COMPANY / MEMBER
CASTELLI, ANTHONY NMNCOO4409925
GEIGER, LEE WILSONFINOP1552293
JOSEPH, ELOIS L'KEKSHACCO5449352
MADRIGAL, JORGE NMNPRESIDENT & CEO / MEMBER3204950

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


PENSERRA SECURITIES, LLC

CRD#: 145994

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