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Amr M. Nosseir

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CRD#: 1484488
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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.

Amr M Nosseir was a registered financial professional .

Amr is a previously registered financial professional and started their career in finance in 1986. Amr had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 16, 2021 - March 21, 2022

CHERTOFF CAPITAL, LLC

BD
CRD#: 145134
WASHINGTON, DC
Past

December 18, 2019 - January 5, 2021

CVC FUNDING, LLC

BD
CRD#: 277056
NEW YORK, NY
Past

April 21, 2016 - July 5, 2016

CVC FUNDING, LLC

BD
CRD#: 277056
NEW YORK, NY
Past

May 19, 2014 - July 13, 2015

TAP SECURITIES LLC

BD
CRD#: 151593
NEW YORK, NY
Past

June 1, 2006 - May 19, 2014

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
NEW YORK, NY
Past

April 27, 1990 - December 12, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

April 23, 1986 - December 20, 1989

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY

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: 10/16/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/2003
General Securities Principal Examination

Current Firm


CC
CHERTOFF CAPITAL, LLC
BIO-IB CAPITAL PARTNERS, LLC. | CHERTOFF CAPITAL, LLC

CRD#: 145134 / SEC#: , 8-67707

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


Main Address
1399 New York Avenue, N.w. Suite 1100, Washington, DC 20005
Mailing Address
1399 New York Avenue, N.w. Suite 1100, Washington, DC 20005
Phone number
(202) 552-5280
Established
New York since 05/07/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
THE CHERTOFF GROUP, LLCOWNER
EBERT, PAUL FRANCISFINANCIAL AND OPERATIONS OFFICER PRINCIPAL1121231
SWEET, CHAD CREIGHTONPRESIDENT/MANAGING PRINCIPAL/INVESTMENT BANKNG PRINCIPAL2937087
VIRK, KANAD SINGHCCO/CR3155707

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


CHERTOFF CAPITAL, LLC

CRD#: 145134

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