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GS

Gabrielle Spady

NEWEDGE SECURITIES
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 2008270
GS

Professional summary


Gabrielle Spady, who also goes by Gabrielle Paul, is a registered financial professional currently at NEWEDGE SECURITIES, LLC located in Stamford, Connecticut.

Gabrielle is registered as a RR (Registered Representative) and started their career in finance in 1997. Gabrielle has worked at 12 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gabrielle Paul

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) - BD


Click below to view Gabrielle Spady's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 13, 2023 - Present

NEWEDGE SECURITIES, LLC

Office #1: 2200 Atlantic Street 2nd Fl South, Stamford, CT 06902
BD
CRD#: 10674
Stamford, CT
Past

September 29, 2023 - October 14, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

February 5, 2021 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
NEW YORK, NY
Past

November 15, 2018 - February 9, 2021

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
New York, NY
Past

November 30, 2017 - November 19, 2018

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
NEW YORK, NY
Past

November 19, 2015 - November 30, 2017

B. RILEY & CO., LLC

BD
CRD#: 40355
NEW YORK, NY
Past

June 29, 2005 - November 20, 2015

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

March 5, 2004 - May 6, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 14, 2003 - August 8, 2003

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

May 16, 2000 - July 21, 2003

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 30, 1998 - April 14, 2000

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

August 18, 1998 - September 8, 1998

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

July 24, 1997 - July 15, 1998

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/13/2023)
RR
Connecticut
(10/13/2023)
RR
Delaware
(10/23/2023)
RR
Florida
(10/13/2023)
RR
Georgia
(10/13/2023)
RR
Illinois
(10/13/2023)
RR
Maryland
(10/20/2023)
RR
Massachusetts
(10/13/2023)
RR
Michigan
(10/13/2023)
RR
Minnesota
(10/13/2023)
RR
New Jersey
(10/13/2023)
RR
New York
(10/13/2023)
RR
Pennsylvania
(10/13/2023)
RR
South Carolina
(10/16/2023)
RR
Texas
(10/13/2023)
RR
Virginia
(10/13/2023)
RR
Washington
(10/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


NS
NEWEDGE SECURITIES, LLC
MID ATLANTIC CAPITAL CORPORATION | NEWEDGE SECURITIES, LLC | NEWEDGE SECURITIES, INC. | NEWEDGE SECURITIES LLC | MID ATLANTIC SECURITIES CORPORATION | MID ATLANTIC CAPITAL SECURITIES

CRD#: 10674 / SEC#: , 8-27663

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


Main Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Mailing Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Phone number
(412) 391-7077
Established
Pennsylvania since 12/14/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NEWEDGE CAPITAL GROUP, LLCSHAREHOLDER
BANCO, JOSEPH FRANKLIN JRPRINCIPAL FINANCIAL OFFICER AND CFO2850198
CHAFFEE, HAROLD GERARDCHIEF COMPLIANCE OFFICER2905661
FONG, SARAH FVICE PRESIDENT2937709
JENKINS, WILLIAM HENRYMANAGING DIRECTOR - SUPERVISION3004337
SCHNIER, DAVID JASONGENERAL COUNSEL AND SECRETARY5110928
SESLER, JEAN ANNPRINCIPAL OPERATIONS OFFICER1809578
SMITH, KYLE PETERPRESIDENT2142563

Disclosures


Regulatory Event9
Civil Event2
Arbitration3

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


NEWEDGE SECURITIES, LLC

CRD#: 10674Stamford, CT 06902

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