AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SB

Stephen C. Bauer

Some features on this profile are disabled
CRD#: 1325148
SB

Professional summary


Stephen Charles Bauer was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Stephen had worked at 17 firms, which includes MILLENNIUM SECURITIES CORP., FIRST SECURITY INVESTMENTS INC., SOUTHERN FINANCIAL GROUP INC., CAPTRUST SECURITIES CORPORATION, INVESTORS ASSOCIATES INC., JWGENESIS SECURITIES INC., ROYAL PALM INVESTMENTS LTD., BARRON CHASE SECURITIES INC., R.B. WEBSTER INVESTMENTS INC., FORESTERS FINANCIAL SERVICES INC., BA INVESTMENT SERVICES INC., BISCAYNE SECURITIES CORPORATION, J. T. MORAN & CO. INC., RLR SECURITIES GROUP INC., NOBLE CAPITAL MARKETS INC., BROWN & HAWK INC., ADVANTAGE CAPITAL CORPORATION.

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)


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

June 20, 1997 - September 16, 1997

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

October 25, 1996 - May 19, 1997

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

April 19, 1996 - October 22, 1996

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

March 29, 1996 - April 19, 1996

CAPTRUST SECURITIES CORPORATION

BD
CRD#: 35719
GREENVILLE, SC
Past

December 4, 1995 - February 26, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

February 21, 1995 - June 2, 1995

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

May 17, 1993 - December 31, 1994

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

November 11, 1991 - June 22, 1993

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

April 3, 1991 - November 20, 1991

R.B. WEBSTER INVESTMENTS, INC.

BD
CRD#: 19273
Past

June 1, 1990 - April 3, 1991

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

October 24, 1989 - February 9, 1990

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

January 15, 1988 - January 24, 1990

BISCAYNE SECURITIES CORPORATION

BD
CRD#: 17764
Past

November 20, 1987 - February 11, 1988

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

October 1, 1985 - November 25, 1987

RLR SECURITIES GROUP, INC.

BD
CRD#: 7952
Past

August 9, 1985 - October 10, 1985

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
Past

June 27, 1985 - August 9, 1985

BROWN & HAWK, INC.

BD
CRD#: 3062
Past

December 19, 1984 - June 12, 1985

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146

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: 10/6/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MS
MILLENNIUM SECURITIES CORP.
MILLENNIUM SECURITIES CORP.

CRD#: 31695 / SEC#: , 8-45519

BD
Terminated by SEC on 06/11/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/05/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRS HOLDINGS INC.CORPORATION
ROME, TODD MICHAELPRESIDENT/SHAREHOLDER2082803
SITOMER, RICHARD ALLENCEO SHAREHOLDER/FIN OP/CORP. SECRETARY1995999

Disclosures


Regulatory Event8
Arbitration2

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


MILLENNIUM SECURITIES CORP.

CRD#: 31695

TRUST BUT VERIFY

Monitor Stephen Bauer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics