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SR

Stephen C. Roussin

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CRD#: 1441872
SR

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.

Stephen Craig Roussin, who also goes by Stephen C Roussin, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1985. Stephen had worked at 13 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen C Roussin

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

September 8, 2018 - September 17, 2018

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

November 14, 2014 - October 14, 2016

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

July 1, 2011 - November 30, 2012

CAMPBELL FINANCIAL SERVICES, LLC

BD
CRD#: 42953
BALTIMORE, MD
Past

May 20, 2008 - December 10, 2009

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

BD
CRD#: 13042
HATO REY, PR
Past

November 8, 2004 - December 10, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEW YORK, NY
Past

September 3, 2004 - December 10, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEW YORK, NY
Past

February 9, 1999 - May 7, 2004

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

July 10, 1997 - February 12, 2002

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

June 21, 1994 - June 17, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 16, 1989 - May 2, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 13, 1988 - August 23, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

October 20, 1986 - August 25, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

April 1, 1986 - October 30, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

March 7, 1986 - April 21, 1986

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

March 7, 1986 - May 7, 1986

OSAIC FA, INC.

BD
CRD#: 3978
Past

December 21, 1985 - May 7, 1986

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293

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: 4/16/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CAVU SECURITIES LLC
CAVU SECURITIES LLC | POINT CAPITAL MARKETS, LLC | POINT CAPITAL MARKETS, INC. | JOHN M. CUNNINGHAM INC. | JOHN M, CUNNINGHAM, INC

CRD#: 6906 / SEC#: , 8-18428

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


Main Address
777 Third Avenue Suite 2102, New York, NY 10017
Mailing Address
777 Third Avenue Suite 2102, New York, NY 10017
Phone number
(212) 916-3840
Established
Delaware since 08/02/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
GPAR HOLDINGS I, LLCSHAREHOLDER
FLORIDA CAVU, LLCSHAREHOLDER
LOHWATER, KARL WILLEMFINANCIAL AND OPERATIONS PRINCIPAL2684561
MEDINA, NICOLAS ETTORECHIEF COMPLIANCE OFFICER2413385
PARSONS, GREGORY ALLENPRESIDENT, CEO,3148868

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


CAVU SECURITIES LLC

CRD#: 6906

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