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Spenser S. Huston

CORPORATE PARTNERS & CO. LLC
NEW YORK, NY 10020
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CRD#: 1407545
SH

Professional summary


Spenser Scott Huston, who also goes by Spenser Scott Huston, is a registered financial professional currently at CORPORATE PARTNERS & CO. LLC located in New York, New York.

Spenser is registered as a RR (Registered Representative) and started their career in finance in 1985. Spenser has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Spenser Scott Huston

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 Spenser Scott Huston'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

September 14, 2023 - Present

CORPORATE PARTNERS & CO. LLC

Office #1: 1270 Ave Of The Americas, Suite 300, New York, NY 10020
BD
CRD#: 168356
NEW YORK, NY
Past

November 21, 2018 - December 9, 2021

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
NEW YORK, NY
Past

March 31, 2000 - December 15, 2015

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
SAN FRANCISCO, CA
Past

August 22, 1996 - May 19, 1999

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 10, 1994 - July 10, 1996

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

April 11, 1994 - June 28, 1994

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 15, 1990 - April 6, 1994

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

May 15, 1989 - July 26, 1989

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

December 18, 1986 - March 31, 1989

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

November 19, 1985 - November 26, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
Florida
(3/11/2025)
RR
New York
(3/18/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CP
CORPORATE PARTNERS & CO. LLC
CORPORATE PARTNERS & CO. LLC | CORPORATE PARTNERS ADVISORS LLC

CRD#: 168356 / SEC#: , 8-69303

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


Main Address
1270 Ave Of The Americas, Suite 300, New York, NY 10020
Mailing Address
1270 Ave Of The Americas, Suite 300, New York, NY 10111
Phone number
(212) 332-5820
Established
Delaware since 05/22/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CPXR, LLCMANAGING MEMBER
CORPORATE PARTNERS INVESTMENT ALLIANCE LLCMEMBER
BEATON, DANIEL STEWARTFINOP4240769
KAGAN, JONATHAN HIRAMMANAGING MEMBER & CCO1632109
WAMBOLD, ALI EDWARDMANAGING PRINCIPAL822396

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


CORPORATE PARTNERS & CO. LLC

CRD#: 168356New York, NY 10020

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