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MM

Martin P. Moroney

BERENBERG CAPITAL MARKETS LLC
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 1264132
MM

Professional summary


Martin Patrick Moroney, who also goes by Martin P Moroney, is a registered financial professional currently at BERENBERG CAPITAL MARKETS LLC located in New York, New York.

Martin is registered as a RR (Registered Representative) and started their career in finance in 1984. Martin has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin P Moroney

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 Martin Patrick Moroney's 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

June 6, 2025 - Present

BERENBERG CAPITAL MARKETS LLC

Office #1: 1251 Avenue Of The Americas 53rd Floor, New York, NY 10020
BD
CRD#: 156757
NEW YORK, NY
Past

June 9, 2008 - February 19, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

April 9, 2001 - July 11, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 9, 1995 - March 23, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

September 25, 1992 - March 1, 1995

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

January 25, 1988 - July 16, 1992

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

November 7, 1986 - March 1, 1988

PERSHING LLC

BD
CRD#: 7560
Past

December 10, 1984 - November 13, 1986

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
Past

June 20, 1984 - October 31, 1984

MESIROW FINANCIAL, INC.

BD
CRD#: 2764

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
Florida
(6/6/2025)
RR
Massachusetts
(6/6/2025)
RR
New York
(6/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/7/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/20/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


BC
BERENBERG CAPITAL MARKETS LLC
BERENBERG CAPITAL MARKETS LLC

CRD#: 156757 / SEC#: , 8-68821

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


Main Address
1251 Avenue Of The Americas 53rd Floor, New York, NY 10020
Mailing Address
1251 Avenue Of The Americas 53rd Floor, New York, NY 10020
Phone number
(646) 949-9000
Established
Delaware since 12/08/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BERENBERG ASSET MANAGEMENT LLCMEMBER171274
BRANTLY, ZACHARY DALTONBOARD MEMBER6343999
MURPHY, JOHN MCHIEF COMPLIANCE OFFICER1975663
SCHWARTAU, LARSBOARD MEMBER6483384
SHAMALOV, GREGORYFINOP7664290

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


BERENBERG CAPITAL MARKETS LLC

CRD#: 156757New York, NY 10020

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