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BS

Barry A. Sherman

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CRD#: 1326473
BS

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.

Barry Alan Sherman was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1984. Barry had worked at 13 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)


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

January 5, 2015 - August 23, 2022

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

August 16, 2012 - December 16, 2014

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 22, 2012 - June 19, 2012

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
NEW YORK, NY
Past

February 14, 2005 - February 3, 2012

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

July 30, 2004 - March 1, 2005

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

September 23, 1998 - July 1, 2004

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

January 25, 1994 - June 17, 1998

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 28, 1991 - January 25, 1994

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

March 22, 1991 - June 14, 1991

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

July 18, 1990 - June 14, 1991

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

July 25, 1987 - March 13, 1990

DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.

BD
CRD#: 19727
Past

April 15, 1985 - March 13, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

December 28, 1984 - May 10, 1985

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956

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: 6/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SANTANDER INVESTMENT SECURITIES INC.
SANTANDER CENTRAL HISPANO INVESTMENT SECURITIES INC. | SANTANDER INVESTMENT SECURITIES INC.

CRD#: 37216 / SEC#: 801-70715, 8-47664

BD
Terminated by SEC on 05/01/2023
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Contact information


Main Address
45 East 53rd Street, New York, NY 10022-4604
Mailing Address
Phone number
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/18/2019)

Direct owners and executive officers


NamePositionCRD#
LANE, JASON DEARMONDCHIEF COMPLIANCE OFFICER2671708

Disclosures


Regulatory Event10

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


SANTANDER INVESTMENT SECURITIES INC.

CRD#: 37216

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