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Alison A. Deans

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CRD#: 1478001
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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.

Alison Ann Deans, who also goes by Allison A Deans, was a registered financial professional .

Alison is a previously registered financial professional and started their career in finance in 1986. Alison had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Allison A Deans

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 15, 2014 - April 9, 2015

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

February 27, 2009 - July 8, 2009

NEUBERGER BERMAN MANAGEMENT LLC

BD
CRD#: 5493
NEW YORK, NY
Past

November 28, 2006 - July 8, 2009

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

March 9, 2004 - November 8, 2006

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 13, 2001 - June 18, 2003

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

January 25, 1999 - February 25, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 1, 1997 - October 1, 1998

WATERMARK SECURITIES, INC.

BD
CRD#: 28683
NEW YORK, NY
Past

May 19, 1992 - March 27, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 19, 1986 - August 11, 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
IAR
Series 65
Date: 10/15/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CRT CAPITAL GROUP LLC
CREDIT RESEARCH AND TRADING CORP. | STERNE AGEE CRT | CRT CAPITAL GROUP LLC | CREDIT RESEARCH AND TRADING LLC

CRD#: 28830 / SEC#: , 8-43940

BD
Terminated by SEC on 11/29/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/31/1993
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CRT GREENWICH LLCPARENT COMPANY
KALISH, GEOFFREY ORINBOARD CHAIRMAN OF PARENT COMPANY AND CCO
NIELSEN, JOHN DAVIDGENERAL COUNSEL5889411
TUITE, ROBERT KEVINCHIEF FINANCIAL OFFICER AND FINOP2862493

Disclosures


Regulatory Event13

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


CRT CAPITAL GROUP LLC

CRD#: 28830

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