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Charles E. Lecroy

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CRD#: 1775467
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Professional summary


Charles Earl Lecroy JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Charles is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Charles had worked at 7 firms, which includes GARDNYR MICHAEL CAPITAL INC., J.P. MORGAN SECURITIES INC., JPMSI, RAYMOND JAMES & ASSOCIATES INC., LEHMAN BROTHERS INC., SOUTHEASTERN CAPITAL GROUP INC., HSBC BROKERAGE (USA) INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Earl Lecroy

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

April 21, 2004 - June 18, 2004

GARDNYR MICHAEL CAPITAL, INC.

BD
CRD#: 30520
MOBILE, AL
Past

March 5, 2001 - March 31, 2004

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

April 1, 1999 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

September 1, 1993 - March 25, 1999

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

May 29, 1992 - July 1, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 14, 1988 - April 26, 1991

SOUTHEASTERN CAPITAL GROUP, INC.

BD
CRD#: 7371
MAITLAND, FL
Past

April 14, 1988 - June 7, 1988

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956

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: 9/26/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GM
GARDNYR MICHAEL CAPITAL, INC.
GARDNYR MICHAEL CAPITAL, INC. | SUMMIT MUNICIPAL GROUP, INC.

CRD#: 30520 / SEC#: , 8-44963

BD
Terminated by SEC on 11/29/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/31/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HUNT, PFILIP GARDNYR JRPRES./ SEC./TRES./DIR./CCO/CFO1613985

Disclosures


Regulatory Event5

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


GARDNYR MICHAEL CAPITAL, INC.

CRD#: 30520

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