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DF

David I. Fox

FERRETTI GROUP
NEW YORK, NY 10038
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CRD#: 1328904
DF

Professional summary


David Ira Fox, who also goes by David I Fox, David I. Fox, is a registered financial professional currently at FERRETTI GROUP, INC. located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1989. David has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David I Fox | David I. Fox

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 David Ira Fox'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

May 30, 2019 - Present

FERRETTI GROUP, INC.

Office #1: C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
BD
CRD#: 47768
NEW YORK, NY
Past

June 27, 2011 - June 4, 2019

DAG SECURITIES INC.

BD
CRD#: 44376
NEW YORK, NY
Past

May 25, 2007 - July 18, 2011

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

December 19, 2006 - June 1, 2007

Z&Z SECURITIES INC.

BD
CRD#: 44377
NEW YORK, NY
Past

May 16, 2006 - December 31, 2006

NOVA CAPITAL MARKETS, LLC

BD
CRD#: 32694
WEST CONSHOHOCKEN, PA
Past

October 1, 2000 - May 25, 2006

BLUEROOM SECURITIES CORP.

BD
CRD#: 44498
NEW YORK, NY
Past

July 10, 1991 - May 21, 1998

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 19, 1989 - January 27, 1990

MADISON CHAPIN ASSOCS., INC.

BD
CRD#: 14483

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: 10/6/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


FG
FERRETTI GROUP, INC.
FERRETTI GROUP, INC. | STEPHEN M. FERRETTI, INC.

CRD#: 47768 / SEC#: , 8-51895

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


Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038
Phone number
(212) 306-8963
Established
New York since 06/08/1999
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FERRETTI, MICHELE MARIESHAREHOLDER/VP/SECRETARY4620857
WOODS, PHYLLIS A.CEO, PRESIDENT CCO, GENERAL SECURITIES PRINCIPAL & SHAREHOLDER1870528
FERRETTI, STEPHEN MICHAELGENERAL SECURITIES PRINCIPAL, TREASURER & SHAREHOLDER2093923
FITZGERALD, HEATHER MARIEFINOP/PFO/POO4427665

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FERRETTI GROUP, INC.

CRD#: 47768New York, NY 10038

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