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Steven C. Cline

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CRD#: 1964183
SC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Charles Cline, who also goes by Steve Cline, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1990. Steven had worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Cline

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

July 8, 2016 - August 14, 2023

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

May 20, 2014 - July 8, 2014

BEACON GATE LLC

BD
CRD#: 157987
NEW YORK, NY
Past

May 20, 2014 - July 11, 2014

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

October 1, 2012 - September 6, 2013

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

June 1, 2011 - June 4, 2012

MERRION SECURITIES, LLC

BD
CRD#: 30145
WESTFIELD, NJ
Past

October 15, 2008 - May 2, 2011

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

May 23, 2008 - April 6, 2009

RAMIREZ TRADETREK SECURITIES LLC

BD
CRD#: 105797
NEWARK, NJ
Past

September 27, 2005 - February 25, 2008

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

April 12, 2002 - September 21, 2005

MERRION SECURITIES, LLC

BD
CRD#: 30145
CRANFORD, NJ
Past

August 17, 1992 - March 12, 2002

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

October 1, 1990 - January 8, 1992

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

January 8, 1990 - February 20, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 8, 1990 - February 20, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 10/12/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/15/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
AVATAR SECURITIES, LLC
AVATAR SECURITIES, LLC

CRD#: 147763 / SEC#: , 8-67932

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


Main Address
148 Madison Ave 5th Floor, New York, NY 10016
Mailing Address
148 Madison Ave 5th Floor, New York, NY 10016
Phone number
(212) 217-2800
Established
Delaware since 05/14/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AVATAR TRADING GROUP, LLCHOLDING CO.
DEETER, MISHA BODHIMEMBER5132163
BROWSKI, ANDREW CHARLESCHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER5778834
HOLLAND, RAYMOND FCO-MANAGING MEMBER5509397
KATHWARI, OMAR FAROOQCO-MANAGING MEMBER5509343
SLOAN NOWAK, JACQUELINE LEEFINOP/PRINCIPAL FINANCIAL OFFICER2717305

Disclosures


Regulatory Event1

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


AVATAR SECURITIES, LLC

CRD#: 147763

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