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RM

Richard N. Mccay

CASTLE PLACEMENT
New York, NY 10036
Some features on this profile are disabled
CRD#: 1252458
RM

Professional summary


Richard Neil Mccay, who also goes by Rick Mccay, is a registered financial professional currently at CASTLE PLACEMENT, LLC located in New York, New York.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1984. Richard has worked at 7 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Mccay

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) - BD


Click below to view Richard Neil Mccay's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 22, 2020 - Present

CASTLE PLACEMENT, LLC

Office #1: 1460 Broadway, New York, NY 10036
BD
CRD#: 189511
New York, NY
Past

June 2, 1993 - November 29, 1993

CARTWRIGHT AND WALKER SECURITIES, INCORPORATED

BD
CRD#: 23504
Past

January 14, 1987 - March 25, 1987

POLLOCK FINANCIAL CORPORATION

BD
CRD#: 15506
Past

January 14, 1986 - December 8, 1986

ROBINSON SECURITIES CORP.

BD
CRD#: 16814
Past

July 2, 1985 - February 13, 1986

CAPITAL CONCEPTS INVESTMENT CORP.

BD
CRD#: 7115
Past

January 28, 1985 - February 19, 1986

FIRST REPUBLIC CAPITAL CORPORATION

BD
CRD#: 15526
Past

April 12, 1984 - December 7, 1984

ROTHSCHILD REGISTRY INTERNATIONAL, INC.

BD
CRD#: 11014

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/5/2023)
RR
Texas
(1/23/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 9/21/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/20/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/14/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CP
CASTLE PLACEMENT, LLC
CASTLE PLACEMENT, LLC

CRD#: 189511 / SEC#: , 8-69612

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


Main Address
1460 Broadway, New York, NY 10036
Mailing Address
1460 Broadway, New York, NY 10036
Phone number
(212) 418-1180
Established
Delaware since 03/13/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
CASTLE PLACEMENT GROUP LLCMEMBER
BEATON, DANIEL STEWARTFINOP4240769
LUFTIG, RICHARD STEVENCCO, EXEC REP, AML SUPERVISOR2391290
MARGOLIS, KENNETH HARRYMANAGER, HOME OFFICE SUPERVISOR2230861

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


CASTLE PLACEMENT, LLC

CRD#: 189511New York, NY 10036

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