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Bartholomew A. Battista

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CRD#: 1263745
BB

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.

Bartholomew Angelo Battista, who also goes by Bart Battista, Bartholomew A Battista, was a registered financial professional .

Bartholomew is a previously registered financial professional and started their career in finance in 1984. Bartholomew had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bart Battista | Bartholomew A Battista

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

October 23, 2008 - September 24, 2013

BLACKROCK CAPITAL MARKETS, LLC

BD
CRD#: 146514
NEW YORK, NY
Past

June 10, 2004 - November 4, 2004

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

July 30, 2002 - May 18, 2015

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
PRINCETON, NJ
Past

January 18, 1995 - July 6, 1995

RIVERSOURCE SERVICES, INC.

BD
CRD#: 37341
MINNEAPOLIS, MN
Past

March 30, 1993 - July 6, 1995

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

October 27, 1988 - July 16, 1992

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

September 23, 1985 - October 10, 1986

CALVIN BULLOCK, LTD.

BD
CRD#: 133
Past

May 30, 1984 - September 23, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

May 30, 1984 - November 9, 1989

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

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: 10/4/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BLACKROCK CAPITAL MARKETS, LLC
BLACKROCK CAPITAL MARKETS, LLC

CRD#: 146514 / SEC#: , 8-67827

BD
Terminated by SEC on 11/17/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/15/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLACKROCK, INC.SOLE MEMBER
FINK, LAURENCE DOUGLASDIRECTOR830137
KAPITO, ROBERT SDIRECTOR728399
MONTENECOURT, GENE EDWARDCHIEF COMPLIANCE OFFICER3230216
PATHAK, SAURABH PCHIEF FINANCIAL OFFICER AND FINOP5920712
VOGEL, CHRISTOPHER JOHNPRESIDENT/CHIEF EXECUTIVE OFFICER4401579
WALTCHER, DANIEL RDIRECTOR

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


BLACKROCK CAPITAL MARKETS, LLC

CRD#: 146514

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