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SS

Stuart J. Strumwasser

BA SECURITIES
New York, NY 10038
Some features on this profile are disabled
CRD#: 2041699
SS

Professional summary


Stuart Jay Strumwasser is a registered financial professional currently at BA SECURITIES, LLC located in New York, New York.

Stuart is registered as a RR (Registered Representative) and started their career in finance in 1990. Stuart has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 82 and Series 7 exams.

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) - BD


Click below to view Stuart Jay Strumwasser'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

January 4, 2023 - Present

BA SECURITIES, LLC

Office #1: 139 Fulton Street, Suite 130-c, New York, NY 10038
BD
CRD#: 153489
New York, NY
Past

May 7, 2019 - December 31, 2022

DALMORE GROUP LLC

BD
CRD#: 136352
New York, NY
Past

September 21, 2017 - May 2, 2019

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

September 16, 2011 - August 18, 2017

LPE SECURITIES, LLC

BD
CRD#: 117851
NEW YORK, NY
Past

June 14, 2007 - March 7, 2011

THE SILVERFERN GROUP, INC.

BD
CRD#: 119266
GREENWICH, CT
Past

July 27, 2005 - February 6, 2006

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
NEW YORK, NY
Past

January 3, 2003 - February 6, 2006

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 16, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 13, 1995 - March 2, 2001

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

June 29, 1992 - February 14, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

March 20, 1990 - June 29, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
(1/4/2023)
RR
Colorado
(1/4/2023)
RR
Connecticut
(1/4/2023)
RR
District of Columbia
(4/23/2024)
RR
Florida
(7/18/2023)
RR
Georgia
(2/2/2023)
RR
New Jersey
(1/4/2023)
RR
New Mexico
(4/26/2024)
RR
New York
(1/4/2023)
RR
Ohio
(1/4/2023)
RR
Pennsylvania
(7/25/2023)
RR
Texas
(1/4/2023)
RR
Utah
(1/4/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/6/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BA SECURITIES, LLC
BA SECURITIES, LLC | BLACKWOLF ADVISORS, LLC | BLACKWOLF ADVISORS

CRD#: 153489 / SEC#: , 8-68545

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


Main Address
Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
Mailing Address
Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428
Phone number
(877) 738-5841
Established
Pennsylvania since 01/25/2010
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#
BA HOLDCO, LLCOWNER
BOLDEN, MICHAEL LABRADORCHIEF COMPLIANCE OFFICER6411755
CHUFF, JOHN JOSEPHPRESIDENT1205736
HATLING, PEDER ALANPRINCIPAL5240595
JUILIANO, COLLEEN JANEFINOP4818898
KELLER-YOUNG, SUZANNEOPERATIONS MANAGER5495492
PICKENS, DANIEL NEHILPRINCIPAL1042225
WENTZLER, DENNIS RAYMONDCHIEF OPERATIONS OFFICER & AML OFFICER4221461

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


BA SECURITIES, LLC

CRD#: 153489New York, NY 10038

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