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Dirk J. Vandeveld

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CRD#: 1609992
DV

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.

Dirk John Vandeveld, who also goes by Dirk Vandeveld, was a registered financial professional .

Dirk is a previously registered financial professional and started their career in finance in 1987. Dirk had worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dirk Vandeveld

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 24, 2014 - December 31, 2014

BENJAMIN & JEROLD ADVISERS, LLC

RIA
CRD#: 165351
EAST ISLIP, NY
Past

July 19, 2014 - March 21, 2019

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

December 13, 2011 - August 20, 2012

WADDELL & REED

RIA
CRD#: 866
DENVER, CO
Past

December 13, 2011 - August 20, 2012

WADDELL & REED

BD
CRD#: 866
DENVER, CO
Past

February 26, 2010 - June 28, 2011

MORGAN STANLEY

RIA
CRD#: 149777
DENVER, CO
Past

February 26, 2010 - June 28, 2011

MORGAN STANLEY

BD
CRD#: 149777
DENVER, CO
Past

May 27, 2008 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

May 27, 2008 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN DIEGO, CA
Past

August 10, 2007 - June 9, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN DIEGO, CA
Past

August 6, 2007 - June 9, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN DIEGO, CA
Past

September 5, 2006 - April 2, 2007

CARIS & COMPANY, INC.

BD
CRD#: 104235
SAN DIEGO, CA
Past

January 17, 2006 - July 14, 2006

JANCO PARTNERS, INC.

BD
CRD#: 40055
GREENWOOD VILLAGE, CO
Past

July 25, 2001 - December 1, 2005

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

February 8, 2001 - July 9, 2001

MARKET WISE SECURITIES, LLC

BD
CRD#: 45269
CHICAGO, IL
Past

May 2, 2000 - January 16, 2001

E*TRADE CAPITAL MARKETS - EXECUTION SERVICES LLC

BD
CRD#: 1625
CHICAGO, IL
Past

December 20, 1996 - June 8, 1999

ACCESS FINANCIAL GROUP, INC.

BD
CRD#: 33065
CHICAGO, IL
Past

February 24, 1992 - December 23, 1996

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

May 25, 1990 - February 15, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

February 25, 1987 - May 8, 1990

JEFFERIES LLC

BD
CRD#: 2347
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
IAR
Series 66
Date: 8/9/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


B&
BENJAMIN & JEROLD ADVISERS, LLC
BENJAMIN & JEROLD ADVISERS, LLC | BENNETT & PORTER WEALTH MANAGEMENT

CRD#: 165351 / SEC#: 801-77165

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Contact information


Main Address
96 Main Street Suite 1, East Islip, NY 11730
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BENJAMIN & JEROLD ADVISERS, LLC

CRD#: 165351

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