Steven H. Einstein
Professional summary
Steven Henry Einstein is a registered financial professional currently at BENTLEY SECURITIES CORPORATION located in New York, New York.
Steven is registered as a RR (Registered Representative) and started their career in finance in 1998. Steven has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 27, 2024 - Present
BENTLEY SECURITIES CORPORATION
Office #1: 437 Madison Avenue 24th Floor, New York, NY 10022April 19, 2023 - September 17, 2024
FINALIS SECURITIES LLC
May 8, 2020 - April 19, 2023
BENTLEY SECURITIES CORPORATION
February 5, 2018 - April 7, 2020
EQUITEQ SECURITIES LLC
September 24, 1998 - March 8, 1999
PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
BENTLEY SECURITIES CORPORATION
CRD#: 25759 / SEC#: , 8-41879
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CROMWELL, OLIVER DEAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 838160 |
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