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Thomas J. Ferrick

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CRD#: 1705548
TF

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.

Thomas Joseph Ferrick, CFP®, who also goes by Bub Ferrick, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1987. Thomas had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bub Ferrick

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®
CFP®

Experience


Past

November 7, 2011 - September 17, 2013

BUELL SECURITIES CORP.

BD
CRD#: 1342
GLASTONBURY, CT
Past

October 12, 2006 - October 28, 2011

COBURN & MEREDITH, INC.

RIA
CRD#: 164
SIMSBURY, CT
Past

October 12, 2006 - October 28, 2011

COBURN & MEREDITH, INC.

BD
CRD#: 164
SIMSBURY, CT
Past

January 7, 2003 - October 2, 2006

OHANESIAN / LECOURS, INC.

RIA
CRD#: 23757
SOUTH WINDSOR, CT
Past

January 7, 2003 - October 2, 2006

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

September 21, 1995 - December 10, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
HARTFORD, CT
Past

September 5, 1995 - December 10, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 2, 1988 - September 8, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 25, 1988 - March 7, 1988

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 409
Past

July 21, 1987 - January 25, 1988

ROBERT C. CARR & CO., INC.

BD
CRD#: 5494
MANCHESTER, NH

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
IAR
Series 65
Date: 6/30/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BS
BUELL SECURITIES CORP.
BUELL SECURITIES CORP.

CRD#: 1342 / SEC#: , 8-22058

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


Main Address
200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033
Mailing Address
200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033
Phone number
(860) 657-1700
Established
Connecticut since 08/01/1977
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BERRIS, CHRISTOPHER DPRESIDENT1448682
CULLEN, JAMES TAYLORVP & CCO58398

Disclosures


Regulatory Event5
Arbitration1

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


BUELL SECURITIES CORP.

CRD#: 1342

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