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SK

Stephen S. Kelleher

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CRD#: 1230428
SK

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.

Stephen Sean Kelleher, who also goes by Stephen S Kelleher, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1984. Stephen had worked at 6 firms and has passed the Series 63, SIE, Series 16, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen S Kelleher

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

November 9, 2010 - July 14, 2023

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
CORAL GABLES, FL
Past

April 20, 1999 - January 11, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NEW YORK, NY
Past

March 31, 1997 - December 2, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

February 28, 1994 - February 21, 1997

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

April 3, 1991 - March 9, 1994

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

January 25, 1984 - March 9, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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 16
Date: 11/28/1995
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 5
Date: 5/24/1984
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


AA
AUSTIN ATLANTIC CAPITAL INC.
AUSTIN ATLANTIC CAPITAL INC. | SHAY FINANCIAL SERVICES, INC. | PROVENANCE FINANCIAL INC.

CRD#: 43981 / SEC#: , 8-50509

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


Main Address
1 Alhambra Plaza Suite 100, Coral Gables, FL 33134
Mailing Address
1 Alhambra Plaza Suite 100, Miami, FL 33134
Phone number
(305) 507-1536
Established
Florida since 08/13/1990
Firm type
Corporation
Fiscal year end
December
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#
AUSTIN ATLANTIC INC.SHAREHOLDER
RODRIGUEZ, AARON NETZAHUALCOYOTLCFO5421965
ROWE, KEVIN ANTHONYCHIEF COMPLIANCE OFFICER4641264
SHAY JR, RODGER DAVIDPRESIDENT AND COO1008086

Disclosures


Regulatory Event2

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


AUSTIN ATLANTIC CAPITAL INC.

CRD#: 43981

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