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CP

Charles M. Padala

LIFESCI CAPITAL
NEW YORK, NY 10019
Some features on this profile are disabled
CRD#: 1744638
CP

Professional summary


Charles Matthew Padala, who also goes by Charles M Padala, Chuck Padala, is a registered financial professional currently at LIFESCI CAPITAL located in New York, New York.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1988. Charles has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles M Padala | Chuck Padala

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 Charles Matthew Padala's CRS (Customer Relationship Summary).
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

August 3, 2018 - Present

LIFESCI CAPITAL

Office #1: 1700 Broadway 40th Floor, New York, NY 10019Office #2: One International Place Suite 1400, Boston, MA 02110Office #3: 1700 Broadway 40th Floor, New York, NY 10019
BD
CRD#: 168404
NEW YORK, NY
Past

August 9, 2016 - April 3, 2018

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

May 25, 2012 - December 26, 2014

BREAN CAPITAL, LLC

BD
CRD#: 23723
NEW YORK, NY
Past

March 13, 2012 - May 22, 2012

CARIS & COMPANY, INC.

BD
CRD#: 104235
NEW YORK, NY
Past

January 12, 2009 - December 8, 2011

MKM PARTNERS LLC

BD
CRD#: 114666
STAMFORD, CT
Past

July 27, 2001 - November 14, 2007

TRUIST SECURITIES, INC.

BD
CRD#: 6271
NEW YORK, NY
Past

July 7, 1989 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

January 19, 1988 - August 12, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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
California
(8/3/2018)
RR
Colorado
(8/3/2018)
RR
Connecticut
(8/3/2018)
RR
Delaware
(4/2/2019)
RR
Illinois
(8/3/2018)
RR
Indiana
(7/27/2022)
RR
Maryland
(8/3/2018)
RR
Massachusetts
(8/3/2018)
RR
Minnesota
(8/3/2018)
RR
New Jersey
(8/3/2018)
RR
New York
(8/3/2018)
RR
Pennsylvania
(8/3/2018)
RR
South Dakota
(7/18/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/26/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


LC
LIFESCI CAPITAL
LIFESCI CAPITAL | LIFESCI CAPITAL, LLC

CRD#: 168404 / SEC#: , 8-69305

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


Main Address
1700 Broadway 40th Floor, New York, NY 10019
Mailing Address
1700 Broadway 40th Floor, New York, NY 10019
Phone number
(646) 597-6987
Established
New York since 03/14/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MCDONALD, ANDREW IANCHIEF EXECUTIVE OFFICER & OWNER4853168
RICE, MICHAEL YEHUDAPRESIDENT & OWNER1551556
BENDER, STEVEN CHRISTOPHERCFO/ FINOP2650187
EVERTTS, ADAM GERALDDOR - DIRECTOR OF RESERACH6240428
KARMIOL, MICHAEL BRETTHEAD OF CAPITAL MARKETS4264477
VISCO, GLENNCHIEF COMPLIANCE OFFICER2407619

Disclosures


Regulatory Event1

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


LIFESCI CAPITAL

CRD#: 168404New York, NY 10019

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