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Vincent Poliseno

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CRD#: 2006551
VP

Professional summary


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

Vincent is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Vincent had worked at 3 firms, which includes AUERBACH POLLAK & RICHARDSON INC., BLUESTONE CAPITAL CORP., D. H. BLAIR & CO. 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

March 6, 1998 - March 2, 2000

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

March 8, 1997 - January 28, 1998

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

December 19, 1989 - March 10, 1997

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY

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: 1/3/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AP
AUERBACH, POLLAK & RICHARDSON INC.
AUERBACH, POLLAK & RICHARDSON INC.

CRD#: 29824 / SEC#: , 8-44584

BD
Terminated by SEC on 01/08/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 01/23/1992
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AUERBACH FINANCIAL GROUP INC.PARENT COMPANY
EVISIONSHAREHOLDER
BARTELS, STANLEY LEONARDDIRECTOR OF SYNDICATE1011749
COHEN, LEWIS HOWARDFINOP1678304
CONSIDINE, MICHAEL PIERCEEXECUTIVE VP2789726
GEORGE, MARKSENIOR VICE PRESIDENT-SROP/DB ALEX BROWN DIVISION1701125
REGAN, HUGHPRESIDENT, DIRECTOR1254114
RICH, LOUIS JMGN DIR TRADING375430
SANDS, JOHN KEATINGCHAIRMAN, DIRECTOR
YORKE, AARON JONES IVDIRECTOR701412

Disclosures


Regulatory Event7
Arbitration4

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


AUERBACH, POLLAK & RICHARDSON INC.

CRD#: 29824

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