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PH

Phyllis A. Henderson

THINKEQUITY LLC
Melville, NY 11747
Some features on this profile are disabled
CRD#: 1343053
PH

Professional summary


Phyllis Anne Henderson, who also goes by Phylis Henderson Barter, Phyllis Barter, Phyllis Barter, Phyllis Henderson, Phyllis Henderson Barter, is a registered financial professional currently at THINKEQUITY LLC located in Melville, New York.

Phyllis is registered as a RR (Registered Representative) and started their career in finance in 1985. Phyllis has worked at 14 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phylis Henderson Barter | Phyllis Barter | Phyllis Barter | Phyllis Henderson | Phyllis Henderson Barter

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 Phyllis Anne Henderson'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

May 11, 2009 - Present

THINKEQUITY LLC

Office #1: 538 Broadhollow Road Suite 223, Melville, NY 11747
BD
CRD#: 20996
Melville, NY
Past

February 4, 2008 - June 2, 2009

WILMINGTON CAPITAL SECURITIES, LLC

BD
CRD#: 133839
GARDEN CITY, NY
Past

August 29, 2005 - February 4, 2008

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

September 23, 2002 - January 13, 2004

EMERALD BAY CAPITAL MANAGEMENT, LLC

BD
CRD#: 120312
NEW YORK, NY
Past

March 22, 2002 - August 30, 2002

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

November 6, 2000 - March 15, 2002

LACONIA CAPITAL CORPORATION

BD
CRD#: 104027
NEW YORK, NY
Past

January 2, 2000 - June 15, 2000

THE THERMOPYLAE GROUP, INC.

BD
CRD#: 3059
NEW YORK, NY
Past

May 6, 1996 - December 22, 1999

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

April 6, 1990 - May 11, 1992

N.I.S.E. BROKERAGE INCORPORATED

BD
CRD#: 25967
Past

January 9, 1989 - February 21, 1995

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

October 13, 1988 - August 24, 1989

CHAPDELAINE SECURITIES, INC.

BD
CRD#: 13526
Past

June 9, 1988 - September 21, 1988

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
Past

December 23, 1987 - February 2, 1988

R.C. STAMM & CO., INC.

BD
CRD#: 11105
Past

November 20, 1987 - December 14, 1987

GREELEY SECURITIES, INC.

BD
CRD#: 7738
Past

June 23, 1986 - November 23, 1987

HAAS SECURITIES CORPORATION

BD
CRD#: 2104
Past

February 21, 1985 - May 23, 1986

FIRST CHATHAM SECURITIES, INC.

BD
CRD#: 15025

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 York
(5/11/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 4/22/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


TL
THINKEQUITY LLC
FORDHAM FINANCIAL MANAGEMENT, INC. | THINKEQUITY LLC

CRD#: 20996 / SEC#: , 8-38622

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


Main Address
17 State Street 41st Floor, New York, NY, 10004
Mailing Address
17 State Street 41st Floor, New York, NY, 10004
Phone number
(212) 732-8500
Established
Delaware since 08/13/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
JAIGOBIND, RAMNARAIN JOSEPH JRCHIEF EXECUTIVE OFFICER, GENERAL PRINCIPAL2273469
FORDHAM HOLDING GROUP, INC.SHAREHOLDER
BAQUET, EDWARD MANUELOPTIONS PRINCIPAL4986983
BAQUET, WILLIAMGENERAL PRINCIPAL, PRESIDENT, DIRECTOR, SECRETARY, TREASURER, HEAD OF TRADING, NYSE GP, NYSE GS CHIEF OPERATING OFFICER1332676
BOYLE, BRUCECOMPLIANCE OFFICER, OPTIONS PRINCIPAL1796066
CHOUDHARY, CHIRAGHEAD OF EQUITY CAPITAL MARKETS AND INSTITUTIONAL SALES4534379
GIORDANO, CHARLES FRANCISMANAGING DIRECTOR, GENERAL PRINCIPAL2124257
HENDERSON, PHYLLIS ANNECHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, NYSE GP, NYSE GS1343053
HILDER, DAVID BRUCESUPERVISORY ANALYST, RESEARCH PRINCIPAL2178978
KRIM, ALAN MITCHELLCFO, FINOP, NYSE FI2785337
KUMAR, ASHOKMANAGING DIRECTOR, RESEARCH2374960
LORD, ERICHEAD OF INVESTMENT BANKING5232206
MANCUSO, PETER VINCENTMANAGING DIRECTOR, EQUITY TRADING, NYSE COMPLIANCE OFFICER, FLOOR SUPERVISOR2357435
MANGAN, KEVIN ROBERTMANAGING DIRECTOR, HEAD OF EQUITY SYNDICATE5365766
MOHAMMED, SABRINA JASMINEFINOP7151560
QUARTUCCIO, PHILIP PAULMANAGING DIRECTOR, HEAD OF GLOBAL TRADING2397864
ROTHBAUM, SCOTTSUPERVISOR - SALES5237026
SINGER, JEFFREY DAVIDHEAD OF DEBT CAPITAL MARKETS4829339
SKOP, CRAIG MICHAELS-24 SUPERVISOR - CORPORATE ACCESS2301924

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


THINKEQUITY LLC

CRD#: 20996Melville, NY 11747

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