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DH

Daniel B. Hebert

777 SECURITIES
New York, NY 10028
Some features on this profile are disabled
CRD#: 1793896
DH

Professional summary


Daniel Benoit Leonard Hebert, who also goes by Daniel B Hebert, Daniel Benoit Hebert, Daniel Hebert, Dan Herbert, Daniel B Herbert, is a registered financial professional currently at 777 SECURITIES located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1988. Daniel has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel B Hebert | Daniel Benoit Hebert | Daniel Hebert | Dan Herbert | Daniel B Herbert

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 Daniel Benoit Leonard Hebert'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

September 26, 2018 - Present

777 SECURITIES

Office #1: 1 Gracie Square, New York, NY 10028
BD
CRD#: 288294
New York, NY
Past

June 28, 2018 - September 26, 2018

TOBIN & COMPANY SECURITIES LLC

BD
CRD#: 137918
CHARLOTTE, NC
Past

October 15, 2013 - May 11, 2017

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
NEW YORK, NY
Past

August 8, 2011 - October 3, 2013

NORTH SEA SECURITIES L.P.

BD
CRD#: 35530
NEW YORK, NY
Past

February 4, 2011 - August 1, 2011

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

April 12, 2005 - June 30, 2011

MORGAN JOSEPH TRIARTISAN CAPITAL LLC

BD
CRD#: 122351
NEW YORK, NY
Past

March 2, 2004 - November 30, 2004

RABO SECURITIES USA, INC.

BD
CRD#: 122657
NEW YORK, NY
Past

February 9, 2001 - October 8, 2003

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA
Past

September 1, 1992 - March 5, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 23, 1988 - July 16, 1991

SALOMON BROTHERS INC.

BD
CRD#: 740
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
Delaware
(10/26/2018)
RR
Georgia
(11/30/2018)
RR
New York
(10/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 5/18/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


7S
777 SECURITIES
777 SECURITIES | VISION ONE PARTNERS, LLC | BERNSTEIN HEBERT SECURITIES LLC

CRD#: 288294 / SEC#: , 8-69935

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


Main Address
1 Gracie Square, New York, NY 10028
Mailing Address
1 Gracie Square, New York, NY 10028
Phone number
(347) 322-9322
Established
New York since 03/22/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 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#
HEBERT, DANIEL BENOIT LEONARDCEO/CCO1793896
HEBERT, DANIEL BENOIT LEONARDCCO1793896
HEBERT, DANIEL BENOIT LEONARDCEO1793896
NIXON, JON ALANFINOP4710715

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


777 SECURITIES

CRD#: 288294New York, NY 10028

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