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

Lisa E. Beeson

CC SECURITIES
Stamford, CT 06901
Some features on this profile are disabled
CRD#: 1735489
LB

Professional summary


Lisa Eyles Beeson, who also goes by Lisa Beeson, Lisa Aina Eyles, is a registered financial professional currently at CC SECURITIES, LLC located in Stamford, Connecticut.

Lisa is registered as a RR (Registered Representative) and started their career in finance in 1991. Lisa has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lisa Beeson | Lisa Aina Eyles

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 Lisa Eyles Beeson'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

September 3, 2015 - Present

CC SECURITIES, LLC

Office #1: 3 Landmark Square 5th Floor, Stamford, CT 06901Office #2: 3 Landmark Square 5th Floor, Stamford, CT 06901
BD
CRD#: 153523
Stamford, CT
Past

March 5, 2014 - January 13, 2015

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

September 22, 2008 - November 4, 2013

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 18, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 24, 2004 - August 11, 2006

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

November 17, 1993 - April 23, 2004

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

November 14, 1991 - November 22, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
Arkansas
(5/4/2021)
RR
California
(9/3/2015)
RR
Colorado
(9/3/2015)
RR
Connecticut
(9/3/2015)
RR
District of Columbia
(9/3/2015)
RR
Florida
(9/3/2015)
RR
Georgia
(9/3/2015)
RR
Illinois
(9/3/2015)
RR
Kentucky
(9/3/2015)
RR
Massachusetts
(9/3/2015)
RR
New York
(9/3/2015)
RR
North Carolina
(9/3/2015)
RR
Ohio
(9/3/2015)
RR
Oregon
(5/7/2021)
RR
Pennsylvania
(9/3/2015)
RR
Texas
(9/3/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 12/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CC SECURITIES, LLC
CC SECURITIES, LLC | CENTERCAP SECURITIES, LLC | CENTERCAP SECURITIES

CRD#: 153523 / SEC#: , 8-68546

BD
Broker-Dealer Firm Regulated by FINRA (Boston 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
3 Landmark Square 5th Floor, Stamford, CT 06901
Mailing Address
3 Landmark Square 5th Floor, Stamford, CT 06901
Phone number
(212) 620-2655
Established
Delaware since 12/07/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
THE CENTERCAP GROUP, LLCOWNER
BEESON, LISA EYLESOFFICER1735489
GAVLIK, MARGARET WASHBURNCCO1175128
MILLER, ANDREW DAVIDCFO/PRINCIPAL FINANCIAL OFFICER5106774
SMITH, DEBORAH LEANNECEO/PRINCIPAL OPERATIONS OFFICER4429184

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


CC SECURITIES, LLC

CRD#: 153523Stamford, CT 06901

TRUST BUT VERIFY

Monitor Lisa Beeson

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
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, 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