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Stephen F. Molinari

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CRD#: 1845773
SM

Professional summary


Stephen Frank Molinari was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Stephen had worked at 16 firms, which includes STRATEGIC ASSETS INC., PROTECTIVE GROUP SECURITIES CORPORATION, FIRST LIBERTY INVESTMENT GROUP INC., PREFERRED SECURITIES GROUP INC., SFI INVESTMENTS INC., BOLTON GLOBAL CAPITAL, SMITH BENTON & HUGHES INC., SUNPOINT SECURITIES INC., A. G. EDWARDS & SONS INC., JWGENESIS SECURITIES INC., D. BLECH & COMPANY INCORPORATED, CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., SECURITIES USA INC., J. W. GANT & ASSOCIATES INC., INVESTORS CENTER INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 8, 2000 - April 27, 2001

STRATEGIC ASSETS INC.

BD
CRD#: 37590
MELVILLE, NY
Past

March 3, 1998 - May 1, 2001

PROTECTIVE GROUP SECURITIES CORPORATION

BD
CRD#: 6757
MINNEAPOLIS, MN
Past

July 30, 1997 - November 10, 1997

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

May 21, 1997 - July 16, 1997

PREFERRED SECURITIES GROUP, INC.

BD
CRD#: 35704
BOCA RATON, FL
Past

March 19, 1997 - May 15, 1997

SFI INVESTMENTS, INC.

BD
CRD#: 21663
NEW YORK, NY
Past

November 12, 1996 - January 17, 1997

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

October 11, 1996 - November 11, 1996

SMITH, BENTON & HUGHES, INC.

BD
CRD#: 20877
LOS ANGELES, CA
Past

June 4, 1996 - September 5, 1996

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

April 18, 1995 - May 21, 1996

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

July 29, 1994 - April 17, 1995

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

April 25, 1994 - August 18, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

September 8, 1992 - March 30, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 1, 1989 - August 26, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 5, 1989 - May 18, 1989

SECURITIES USA, INC.

BD
CRD#: 14799
Past

March 3, 1989 - March 27, 1989

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

August 23, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

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: 9/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1998
General Securities Principal Examination

Current Firm


SA
STRATEGIC ASSETS INC.
STRATEGIC ASSETS INC.

CRD#: 37590 / SEC#: , 8-47815

BD
Cancelled by SEC on 10/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/17/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
APPEL, RANDALL STEPHENPRESIDENT
APPEL, RANDALL STEPHENPRESIDENT737169

Disclosures


Regulatory Event6
Arbitration2

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


STRATEGIC ASSETS INC.

CRD#: 37590

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