AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MM

Maria Lopresti Minguez

THIRD SEVEN CAPITAL
Wall, NJ
·CRD# 1919807·32 years experience

Professional Summary

Maria Lopresti Minguez, who also goes by Maria Lopresti, Maria Minguez, is a registered financial advisor currently at THIRD SEVEN CAPITAL LLC located in Wall, New Jersey and PRESIDENT STREET GLOBAL, LLC located in Red Bank, New Jersey. Maria is registered as a RR (Registered Representative) and started their career in finance in 1994. Maria has worked at 16 firms and has passed the Series 63, Series 65, Series 82TO, Series 99TO, Series 79TO, SIE,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Maria Lopresti, Maria Minguez

Blog Corner

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

THIRD SEVEN CAPITAL LLC·CRD# 160209
BD
3349a State Route 138 Allaire Corporate Center Building A, Suite A, Seco, Wall, NJ 07719
July 9, 2023 - Present
PRESIDENT STREET GLOBAL, LLC·CRD# 318377
BD
34 Shrewsbury Ave., Red Bank, NJ 07701
July 19, 2026 - Present
COLLECTABLE SECURITIES·CRD# 315939
BD
New York, NY
December 26, 2025 - September 7, 2026
FENNEL·CRD# 316281
BD
Los Angeles, CA
November 30, 2023 - May 31, 2024
CANACCORD GENUITY LLC·CRD# 1020
BD
New York, NY
May 10, 2023 - September 12, 2024
DEALMAKER SECURITIES·CRD# 315324
BD
Toronto
March 16, 2022 - December 14, 2022
ZANBATO SECURITIES LLC·CRD# 279028
BD
New York, NY
March 3, 2016 - November 15, 2021
DEXIA SECURITIES USA LLC·CRD# 145824
BD
New York, NY
June 7, 2011 - May 9, 2012
SIEBERT WILLIAMS SHANK & CO., LLC·CRD# 42568
BD
New York, NY
April 20, 2009 - May 31, 2011
MORGAN JOSEPH TRIARTISAN LLC·CRD# 10948
BD
New York, NY
August 1, 2005 - April 15, 2009
INDEPENDENT RESEARCH GROUP LLC·CRD# 124432
BD
New York, NY
March 31, 2004 - July 12, 2005
LAIDLAW & COMPANY (UK) LTD.·CRD# 119037
BD
London
July 26, 2002 - May 3, 2004
SANDS BROTHERS & CO., LTD.·CRD# 26816
BD
New York, NY
March 10, 2000 - April 7, 2004
NEW TIMES SECURITIES SERVICES, INC.·CRD# 34154
BD
Melville, NY
July 28, 1998 - February 8, 2000
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
June 28, 1995 - June 22, 1998
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
July 13, 1994 - May 11, 1995

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

Current Firm

PS
PRESIDENT STREET GLOBAL, LLC

PRESIDENT STREET GLOBAL, LLC

CRD#: 318377 / SEC#: 8-70849
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

34 Shrewsbury Ave., Red Bank, NJ 07701

Mailing Address

34 Shrewsbury Ave., Red Bank, NJ 07701

Phone Number

(712) 796-8378

Established

Delaware since 10/12/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (11 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PRESIDENT STREET GLOBAL HOLDINGS LLCOWNER—
MINGUEZ, MARIA LOPRESTICHIEF COMPLIANCE OFFICER1919807
SILVESTRO, MICHELE ANNFINOP6960939
STETZ, GARYCEO8226298

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

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.

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(7/19/2026)
RR
New York
(4/16/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2016About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1998About the Series 65 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jul 2026About the Series 82TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Dec 2021About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Jul 2005About the Series 87 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jul 2000

Series 7 — General Securities Representative Examination

Passed Jul 1994About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2021About the Series 27 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 2000About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Oct 1999About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Aug 1996About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Feb 1995
FINRA
SRO Registrations

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Maria Lopresti Minguez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Glenn Alan Blachman
Glenn Alan Blachman

SUMMIT FINANCIAL, LLC

TOMS RIVER, NJ · CRD#
JB
Jonathan Buck Bruschi

RBC CAPITAL MARKETS, LLC

MORRISTOWN, NJ · CRD#
MM
Follow Maria
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required