Theodore P. Tabasso
Professional summary
Theodore Paul Tabasso, who also goes by Ted Tabasso, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in New York, New York.
Theodore is registered as a RR (Registered Representative) and started their career in finance in 1988. Theodore has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Theodore Paul Tabasso's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2017 - Present
ZELMAN PARTNERS, LLC
Office #1: 420 Lexington Avenue Suite 2750, New York, NY 10170June 6, 2016 - March 24, 2017
IRC SECURITIES LLC
September 2, 2003 - March 15, 2016
DEUTSCHE BANK SECURITIES INC.
March 8, 2002 - August 1, 2003
MORGAN STANLEY & CO. LLC
December 9, 1999 - March 8, 2002
BANC OF AMERICA SECURITIES LLC
September 27, 1996 - November 26, 1999
J.P. MORGAN SECURITIES LLC
August 29, 1995 - September 24, 1996
CITIGROUP GLOBAL MARKETS INC.
January 6, 1995 - August 18, 1995
J.P. MORGAN SECURITIES LLC
September 20, 1988 - January 3, 1989
INVESTORS CENTER, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/15/2019)
(1/9/2018)
(12/11/2023)
(12/11/2023)
(12/5/2024)
(12/5/2024)
(12/5/2024)
(12/11/2023)
(12/11/2023)
(4/18/2017)
(12/6/2024)
(12/5/2024)
Exams
FINRA
Current Firm
ZELMAN PARTNERS, LLC
CRD#: 145187 / SEC#: , 8-67713
Contact information
FINRA licenses (26 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WDIB, LLC | MANAGING MEMBER | |
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | |
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
Red Flags
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