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CA

Christina L. Alfandary

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CRD#: 2099008
CA

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.

Christina L Alfandary, who also goes by Christina Lien Chiu, was a registered financial professional .

Christina is a previously registered financial professional and started their career in finance in 1991. Christina had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christina Lien Chiu

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

December 10, 2020 - February 20, 2025

BCW SECURITIES LLC

BD
CRD#: 144930
WESTPORT, CT
Past

January 22, 2020 - April 7, 2020

G.DISTRIBUTORS, LLC

BD
CRD#: 155071
RYE, NY
Past

August 29, 2016 - December 31, 2019

G.RESEARCH, LLC

BD
CRD#: 7353
RYE, NY
Past

February 21, 2002 - August 26, 2005

G.RESEARCH, LLC

BD
CRD#: 7353
RYE, NY
Past

January 16, 2001 - January 16, 2002

GABELLI FIXED INCOME DISTRIBUTORS, INC.

BD
CRD#: 20900
RYE, NY
Past

September 1, 1995 - March 28, 2000

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

August 30, 1991 - December 23, 1993

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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: 2/8/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BS
BCW SECURITIES LLC
BCW SECURITIES LLC

CRD#: 144930 / SEC#: , 8-67685

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


Main Address
55 Post Road West, Suite 200, Westport, CT 06880
Mailing Address
55 Post Road West, Suite 200, Westport, CT 06880
Phone number
(203) 983-3350
Established
Delaware since 05/24/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 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#
RIVERSIDE MANAGEMENT GROUP LLC100% DIRECT OWNER
BERNEGGER, MARK ANGELOCEO/CCO/GSP4957208
CARPENTER, DAVID JAMESGENERAL SECURITIES PRINCIPAL
VIGLIAROLO, JOSEPH CHARLESFINOP4880434

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


BCW SECURITIES LLC

CRD#: 144930

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