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Eric N. Shatsky

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CRD#: 1355919
ES

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.

Eric Nmn Shatsky, who also goes by Eric Shatsky, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1985. Eric had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Shatsky

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 28, 2011 - October 28, 2011

OCEAN VIEW CAPITAL, LLC

BD
CRD#: 148616
RANCHO SANTA FE, CA
Past

November 2, 1994 - January 7, 1998

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

February 17, 1994 - September 26, 1994

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

May 5, 1986 - January 6, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 8, 1985 - May 13, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

April 23, 1985 - April 10, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971

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
IAR
Series 65
Date: 5/15/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


OV
OCEAN VIEW CAPITAL, LLC
OCEAN VIEW CAPITAL, LLC | OCEANVIEW CAPITAL, LLC

CRD#: 148616 / SEC#: , 8-68045

BD
Terminated by SEC on 12/27/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/05/2008
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INDIGO INVESTMENT GROUP INCMEMBER
HYATT, LISA RENEMANAGING PARTNER & CEO4586164
CARSON, WILLIAM HUGHFINOP722967
KATSAFAROS, GUS PETERCOO2552810
LARSON, ROBERT JEROMEDIRECTOR OF COMPLIANCE & CCO1565322

Disclosures


Regulatory Event5

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


OCEAN VIEW CAPITAL, LLC

CRD#: 148616

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