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AU

Antonio Ursano

INSURANCE ADVISORY PARTNERS LLC
New York, NY 10020
Some features on this profile are disabled
CRD#: 1383248
AU

Professional summary

Antonio Ursano JR, who also goes by Tony Ursano Jr, is a registered financial professional currently at INSURANCE ADVISORY PARTNERS LLC located in New York, New York.

Antonio is registered as a RR (Registered Representative) and started their career in finance in 1992. Antonio has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tony Ursano Jr

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 Antonio Ursano JR'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

August 19, 2021 - Present

INSURANCE ADVISORY PARTNERS LLC

Office #1: 1270 Avenue Of The Americas Suite 2502, New York, NY 10020Office #2: 1270 Avenue Of The Americas Suite 2502, New York, NY 10020
BD
CRD#: 314295
New York, NY
Past

May 13, 2015 - May 3, 2019

HOWDEN TIGER CAPITAL MARKETS & ADVISORY, LLC

BD
CRD#: 172729
New York, NY
Past

April 22, 2009 - April 24, 2015

GALLAGHER SECURITIES, INC

BD
CRD#: 116605
NEW YORK, NY
Past

March 30, 1999 - April 17, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

June 3, 1997 - April 1, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 4, 1992 - May 16, 1994

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
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 York
(8/27/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/30/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INSURANCE ADVISORY PARTNERS LLC
INSURANCE ADVISORY PARTNERS LLC

CRD#: 314295 / SEC#: , 8-70698

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

Main Address
1270 Avenue Of The Americas Suite 2502, New York, NY 10020
Mailing Address
1270 Avenue Of The Americas Suite 2502, New York, NY 10020
Phone number
(646) 736-2825
Established
Delaware since 03/22/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
IAP GLOBAL LLCOWNER
DULECKI, RANDALL JAMESCOO, CCO, AMLCO4858543
SERRA, CARL ANTHONY IIIFINOP3179039
URSANO, ANTONIO JRCEO1383248

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

INSURANCE ADVISORY PARTNERS LLC

CRD#: 314295New York, NY 10020

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