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GM

Gerard T. Marini

BAY CREST PARTNERS
New York, NY 10005
Some features on this profile are disabled
CRD#: 1335336
GM

Professional summary


Gerard Thomas Marini, who also goes by Garard Thomas Marini, is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.

Gerard is registered as a RR (Registered Representative) and started their career in finance in 1990. Gerard has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Garard Thomas Marini

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 Gerard Thomas Marini's CRS (Customer Relationship Summary).
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 27, 2023 - Present

BAY CREST PARTNERS, LLC

Office #1: 40 Wall Street 42nd Floor, New York, NY 10005
BD
CRD#: 39944
New York, NY
Past

March 27, 2008 - June 26, 2023

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

July 14, 2003 - April 1, 2008

SEABOARD SECURITIES, INC.

BD
CRD#: 755
NEW YORK, NY
Past

January 15, 2003 - July 15, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 11, 2000 - January 17, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 16, 1998 - October 9, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 3, 1996 - November 25, 1998

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

January 26, 1990 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

January 26, 1990 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

January 26, 1990 - July 19, 1996

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
New Jersey
(7/3/2023)
RR
New York
(6/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/1/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BC
BAY CREST PARTNERS, LLC
AFC PARTNERS, LLC | BAY CREST PARTNERS, LLC

CRD#: 39944 / SEC#: , 8-48931

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


Main Address
40 Wall Street 42nd Floor, New York, NY 10005
Mailing Address
40 Wall Street 42nd Floor, New York, NY 10005
Phone number
(212) 480-1400
Established
New York since 12/20/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FREEDOM HOLDING GROUP, LLCSOLE LLC MEMBER
CARBONARA, LISACCO5227955
MULLIGAN, WILLIAM PETER JR.GENERAL SECURITIES PRINCIPAL, LLC MANAGER, CEO1614209
SCHEUERMANN, JOSEPH PHILIPCOO3273673
SCHEUERMANN, JOSEPH PHILIPPFO, POO, FINOP3273673
WEISS, NICHOLAS DANIELROP2856151

Disclosures


Regulatory Event16

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


BAY CREST PARTNERS, LLC

CRD#: 39944New York, NY 10005

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