AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PE

Phyllis A. Emmanuel

FLEXTRADE LLC
Great Neck, NY 11021
Some features on this profile are disabled
CRD#: 1532848
PE

Professional summary


Phyllis Ann Emmanuel, who also goes by Phyllis Ann Pitarresi, is a registered financial professional currently at FLEXTRADE LLC located in Great Neck, New York.

Phyllis is registered as a RR (Registered Representative) and started their career in finance in 1991. Phyllis has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phyllis Ann Pitarresi

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 Phyllis Ann Emmanuel'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

January 21, 2011 - Present

FLEXTRADE LLC

Office #1: 111 Great Neck Road, Great Neck, NY 11021
BD
CRD#: 113226
Great Neck, NY
Past

May 21, 2008 - December 15, 2010

LAVAFLOW, INC.

BD
CRD#: 120444
NEW YORK, NY
Past

July 15, 2005 - July 29, 2008

LAVA TRADING, INC.

BD
CRD#: 133804
NEW YORK, NY
Past

March 10, 2005 - July 20, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 6, 2000 - December 20, 2001

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

February 1, 2000 - June 28, 2000

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

March 8, 1996 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

June 17, 1991 - March 1, 1996

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
New York
(1/21/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 7/15/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/4/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FL
FLEXTRADE LLC
FLEXTRADE LLC

CRD#: 113226 / SEC#: , 8-53309

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
111 Great Neck Road, Great Neck, NY 11021
Mailing Address
111 Great Neck Road Suite 314, Great Neck, NY 11021
Phone number
(516) 627-8993
Established
New York since 12/18/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FLEXTRADE SYSTEMS INC.SOLE MEMBER
KEDIA, VIJAYMANAGER: PRESIDENT; CHIEF OPERATING OFFICER; CEO4399594
SERRA, CARL ANTHONY IIIFINOP3179039
WOLFF, DANIEL JOSEPHCCO4343845

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


FLEXTRADE LLC

CRD#: 113226Great Neck, NY 11021

TRUST BUT VERIFY

Monitor Phyllis Emmanuel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics