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FM

Federico G. Mennella

DC ADVISORY
NEW YORK, NY 10158
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CRD#: 1798155
FM

Professional summary


Federico Guglielmo Maria Mennella, CFA, who also goes by . ., Federico G M Mennella, Federico Guglielmo Maria Mennella, is a registered financial professional currently at DC ADVISORY located in New York, New York.

Federico is registered as a RR (Registered Representative) and started their career in finance in 1990. Federico has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


. . | Federico G M Mennella | Federico Guglielmo Maria Mennella

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 Federico Guglielmo Maria Mennella'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®
CFA

Experience


Current

October 4, 2023 - Present

DC ADVISORY

Office #1: 605 Third Avenue 11th Floor, New York, NY 10158
BD
CRD#: 129919
NEW YORK, NY
Past

November 19, 2018 - August 31, 2023

ROTHSCHILD & CO US INC.

BD
CRD#: 2910
NEW YORK, NY
Past

April 28, 2006 - October 26, 2018

LINCOLN INTERNATIONAL LLC

BD
CRD#: 42045
NEW YORK, NY
Past

March 7, 2002 - April 4, 2006

SOLOMON PARTNERS SECURITIES, LLC

BD
CRD#: 28041
NEW YORK, NY
Past

August 13, 1998 - December 17, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

May 1, 1996 - August 25, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

December 3, 1990 - January 24, 1996

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
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
New York
(10/4/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DA
DC ADVISORY
DAIWA CORPORATE ADVISORY LLC | SAGENT ADVISORS, LLC | SAGENT ADVISORS, INC. | SAGENT ADVISORS INC. | DCS ADVISORY LLC | DC ADVISORY US | DC ADVISORY

CRD#: 129919 / SEC#: , 8-66273

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


Main Address
605 Third Avenue 11th Floor, New York, NY 10158
Mailing Address
605 Third Avenue 11th Floor, New York, NY 10158
Phone number
(212) 904-9400
Established
Delaware since 04/01/2012
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DAIWA CORPORATE ADVISORY HOLDINGS INC.SHAREHOLDER
BAYER, JONATHAN LEWISGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER5050555
DONOHUE, JOSEPH THOMASVICE CHAIRMAN1630441
EDMONDSON, ERIC WINSTONVICE CHAIRMAN1441360
KOHR, WILLIAM EDWARDCHIEF EXECUTIVE OFFICER1563851
PACITTO, PETER JOSEPHCHIEF ADMINISTRATIVE OFFICER, CFO, FINOP1700696

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


DC ADVISORY

CRD#: 129919New York, NY 10158

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