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Brian F. Duggan

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CRD#: 1643188
BD

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.

Brian Flynn Duggan was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1987. Brian had worked at 6 firms and has passed the Series 63, Series 7, Series 10, Series 4, Series 24 and Series 27 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

February 22, 2021 - July 12, 2022

CLEARLIST SECURITIES LLC

BD
CRD#: 309455
NEW YORK, NY
Past

January 11, 2021 - July 12, 2022

CLEARLIST LLC

BD
CRD#: 308066
NEW YORK, NY
Past

March 7, 2002 - June 13, 2011

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

August 6, 1991 - June 25, 2004

FIRST OPTIONS OF CHICAGO, INC.

BD
CRD#: 13822
CHICAGO, IL
Past

January 2, 1989 - September 13, 1989

FIRST OPTIONS OF CHICAGO, INC.

BD
CRD#: 13822
Past

August 18, 1987 - December 21, 1987

SHATKIN FINANCIAL SERVICES, INC.

BD
CRD#: 16883
Past

March 25, 1987 - June 10, 1987

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597

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: 4/8/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CLEARLIST SECURITIES LLC
CLEARLIST SECURITIES LLC

CRD#: 309455 / SEC#: , 8-70540

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


Main Address
40 Wall Street 38th Floor, New York, NY 10005
Mailing Address
40 Wall Street 38th Floor, New York, NY 10005
Phone number
(212) 207-1380
Established
Delaware since 03/24/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
7

FINRA licenses (48 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#
CLEARLIST HOLDINGS LLCMEMBER
CHAIKIN, KASSIDYDIRECTOR OF OPERATIONS7596402
KRZAK, ALEXANDER JACOBPOO6349160
MURPHY, PATRICK THOMASCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER2439168
PARISE, JANICE DRUFINOP/PFO2338583

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


CLEARLIST SECURITIES LLC

CRD#: 309455

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