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SL

Steven B. Lynch

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CRD#: 1320953
SL

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.

Steven Bryan Lynch, who also goes by Steven Brian Lynch, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1984. Steven had worked at 13 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Brian Lynch

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

August 21, 2014 - December 8, 2015

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

November 4, 2013 - July 2, 2014

WEEDEN & CO.L.P.

BD
CRD#: 16835
GREENWICH, CT
Past

September 8, 2009 - March 12, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 18, 1999 - September 22, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 1, 1996 - July 28, 1999

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

May 5, 1995 - January 1, 1996

JAMES CAPEL INCORPORATED

BD
CRD#: 15390
Past

March 28, 1991 - May 5, 1995

NATWEST INTERNATIONAL SECURITIES INC.

BD
CRD#: 26123
NEW YORK, NY
Past

January 1, 1990 - April 4, 1991

COUNTY NATWEST GLOBAL SECURITIES LIMITED

BD
CRD#: 16212
Past

July 11, 1989 - May 5, 1995

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

June 18, 1987 - June 26, 1989

ROBERT FLEMING INC.

BD
CRD#: 1711
Past

February 17, 1987 - June 9, 1987

DISCOUNT BROKERS INTERNATIONAL, INC.

BD
CRD#: 14809
Past

February 13, 1986 - June 3, 1987

FLEET BROKERAGE SECURITIES, INC.

BD
CRD#: 7313
Past

December 18, 1984 - January 22, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 1/16/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/10/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FN
FIRST NEW YORK SECURITIES L.L.C.
FIRST NEW YORK SECURITIES L.L.C.

CRD#: 16362 / SEC#: , 8-33753

BD
Terminated by SEC on 12/08/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/01/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FNY PARTNERS FUND LPOWNER
BROKAW, LLOYD BRUCEMANAGING MEMBER31368
DICKERSON, ELIZABETH ANNECHIEF COMPLIANCE OFFICER1917497
MIRON, RUSSEL LEEDSCHIEF OPERATING OFFICER1509249
MOTSCHWILLER, DONALD ERICCHIEF EXECUTIVE OFFICER1454120
NOORANI, FARAZ AMIRMANAGING MEMBER4983674
SABATINI, DONNA ANNCHIEF FINANCIAL OFFICER2352318

Disclosures


Regulatory Event18
Bond1

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


FIRST NEW YORK SECURITIES L.L.C.

CRD#: 16362

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