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Patrick J. Gabrielli

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CRD#: 1350593
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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.

Patrick Joseph Gabrielli, who also goes by Patrick Joseph Gabrielli II, was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 1985. Patrick had worked at 10 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patrick Joseph Gabrielli Ii

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 23, 2006 - September 18, 2006

ACCESS SECURITIES, LLC

BD
CRD#: 22455
NEW CANAAN, CT
Past

November 17, 2004 - January 11, 2006

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
SAN FRANCISCO, CA
Past

November 18, 2003 - October 19, 2004

CARIS & COMPANY, INC.

BD
CRD#: 104235
SAN DIEGO, CA
Past

January 3, 2003 - November 17, 2003

THE SHEMANO GROUP, INC.

BD
CRD#: 35528
SAN FRANCISCO, CA
Past

June 5, 2001 - December 18, 2002

HOTOVEC, POMERANZ & CO., LLC

BD
CRD#: 41178
SAN FRANCISCO, CA
Past

September 2, 1998 - January 21, 1999

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

February 28, 1997 - March 18, 1998

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

December 3, 1991 - February 14, 1997

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

October 26, 1987 - December 9, 1991

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 23, 1985 - October 2, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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: 7/9/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AS
ACCESS SECURITIES, LLC
ACCESS SECURITIES, INC. | ACCESS SECURITIES, LLC

CRD#: 22455 / SEC#: , 8-39729

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


Main Address
140 Elm Street Suite 7, New Canaan, CT 06840
Mailing Address
140 Elm Street Suite 7, New Canaan, CT 06840
Phone number
(203) 322-3377
Established
Delaware since 05/30/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 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#
LEPERCQ DE NEUFLIZE & CO., INCORPORATEDMEMBER
CRAWFORD, SHARI JEANNESECRETARY (2/2024) AND CFO (01/2010), AMLCO AND GSP AND CCO2387030
FELDMAN, RICHARD MARKFINOP2273453
FREMED, JOSHUA MARCSOLE MANAGER4985772
GOING, MICHAEL LEEPRESIDENT/CEO, GSP4687384

Disclosures


Regulatory Event3

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


ACCESS SECURITIES, LLC

CRD#: 22455

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