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Neal A. Sebbard

COIT CAPITAL SECURITIES LLC
San Francisco, CA 94104
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CRD#: 1299036
NS

Professional summary


Neal Abbott Sebbard is a registered financial professional currently at COIT CAPITAL SECURITIES LLC located in San Francisco, California.

Neal is registered as a RR (Registered Representative) and started their career in finance in 1984. Neal has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Neal Abbott Sebbard'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 19, 2013 - Present

COIT CAPITAL SECURITIES LLC

Office #1: 388 Market Street Suite 1300, San Francisco, CA 94104Office #2: 238 Francisco Street, San Francisco, CA 94133
BD
CRD#: 164959
San Francisco, CA
Past

April 4, 2008 - July 11, 2013

RIVIERE SECURITIES LTD.

BD
CRD#: 47383
SAN FRANCISCO, CA
Past

July 8, 2002 - April 1, 2008

STONE & YOUNGBERG LLC

BD
CRD#: 795
SAN FRANCISCO, CA
Past

January 2, 2002 - July 22, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

May 10, 1999 - January 11, 2002

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

May 2, 1995 - December 3, 1997

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

October 1, 1993 - May 5, 1995

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

February 4, 1988 - December 8, 1990

PACIFIC SECURITIES, INC.

BD
CRD#: 6812
SAN FRANCISCO, CA
Past

October 26, 1984 - November 4, 1987

SALOMON BROTHERS INC.

BD
CRD#: 740

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
(1/14/2020)
RR
New York
(1/17/2020)
RR
Texas
(2/11/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 10/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
COIT CAPITAL SECURITIES LLC
COIT CAPITAL SECURITIES LLC

CRD#: 164959 / SEC#: , 8-69122

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


Main Address
238 Francisco Street, San Francisco, CA 94133
Mailing Address
238 Francisco Street, San Francisco, CA 94133
Phone number
(415) 277-2297
Established
California since 03/28/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
NASSER, STEPHEN RICHARDCEO1234278
NASSER, STEPHEN RICHARDCCO1234278
NASSER, RICHARD PRESCOTTCFO5483983

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


COIT CAPITAL SECURITIES LLC

CRD#: 164959San Francisco, CA 94104

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