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FM

Fiona R. Macpherson

CRITO CAPITAL LLC
London, SW1E 5BY
Some features on this profile are disabled
CRD#: 1493690
FM

Professional summary

Fiona Rose Sinclair Macpherson, who also goes by Fiona Rose Macpherson, is a registered financial professional currently at CRITO CAPITAL LLC .

Fiona is registered as a RR (Registered Representative) and started their career in finance in 1986. Fiona has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 17, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Fiona Rose Macpherson

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 Fiona Rose Sinclair Macpherson's CRS (Customer Relationship Summary).
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

October 23, 2019 - Present

CRITO CAPITAL LLC

Office #1: 11 Bressenden Place 6th Floor, London, SW1E 5BY
RIA
BD
CRD#: 161724
London,
Past

August 14, 2012 - August 3, 2018

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY
Past

October 20, 2005 - June 1, 2012

INTERNATIONAL FUND MARKETING LIMITED

BD
CRD#: 39656
HAMILTON,
Past

December 5, 1986 - November 18, 1987

PERSHING LLC

BD
CRD#: 7560

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: 1/16/2014
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
SIE
Date: 8/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 17
Date: 10/19/2005
Limited Registered Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 3/21/1987
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRITO CAPITAL LLC
CRITO CAPITAL LLC

CRD#: 161724 / SEC#: , 8-69050

Connecticut
Registered Investment Advisory firm - SEC (3/13/2024 Termination Requested)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
8 Wright Street Suite 107, Westport, CT 06880
Mailing Address
8 Wright Street Suite 107, Westport, CT 06880
Phone number
(203) 423-5600
Established
Connecticut since 05/23/2011
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
2

FINRA licenses (24 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CRITO HOLDINGS LLCSOLE OWNER OF CRITO CAPITAL LLC
BEATON, DANIEL STEWARTFINOP4240769
GESKE, DAVID MICHAELMANAGING PRINCIPAL2514685
GILLMAN, THEODORE JONESMANAGING PRINCIPAL, EXECUTIVE REP.2498623
MARSHALL, ANN MARIEPRINCIPAL6298134
OLEKSIW, EUNICECHIEF COMPLIANCE OFFICER3110818

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

CRITO CAPITAL LLC

CRD#: 161724London, SW1E 5BY

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