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MG

Marcelo Gualda

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CRD#: 2100543
MG

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.

Marcelo Gualda, who also goes by Marc Gualda, was a registered financial professional .

Marcelo is a previously registered financial professional and started their career in finance in 1990. Marcelo had worked at 8 firms and has passed the Series 63, Series 3, SIE, Series 25, Series 55, Series 7, Series 30, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Gualda

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

October 28, 2019 - August 3, 2020

BRASIL PLURAL SECURITIES LLC

BD
CRD#: 159384
NEW YORK, NY
Past

December 10, 2007 - December 15, 2015

VCS VENTURE SECURITIES

BD
CRD#: 127921
NEW YORK, NY
Past

June 26, 2007 - October 1, 2007

ASTORIA CAPITAL MARKETS, INC.

BD
CRD#: 45349
LONG ISLAND CITY, NY
Past

September 28, 2005 - November 9, 2006

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 14, 2005 - November 9, 2006

JEFFERIES EXECUTION SERVICES, INC.

BD
CRD#: 867
NEW YORK, NY
Past

August 9, 1993 - March 14, 2005

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

February 5, 1992 - August 5, 1993

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

December 20, 1990 - February 13, 1992

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913

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: 12/11/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 6/23/2005
NYSE Trading Assistant Examination
General Industry/Product Exam
RR
Series 55
Date: 4/22/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 12/5/2018
NFA Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BP
BRASIL PLURAL SECURITIES LLC
B PLURAL SECURITIES LLC | PLURAL SECURITIES LLC | PLURAL | PKBR SECURITIES LLC | BRASIL PLURAL SECURITIES LLC | BPS | BPLURAL | BP | B. PLURAL SECURITIES LLC | B. PLURAL SECURITIES

CRD#: 159384 / SEC#: , 8-68982

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


Main Address
950 Third Avenue Suite 1702, New York, NY 10022
Mailing Address
950 Third Avenue Suite 1702, New York, NY 10022
Phone number
(212) 388-5600
Established
Delaware since 09/09/2011
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (8 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#
BRASIL PLURAL HOLDINGS LLCSOLE OWNER
DE ALBUQUERQUE SOUSA, DANIEL PEDROSACHIEF EXECUTIVE OFFICER6069773
GEORGE, THOMAS KEITHFINOP5378303
WELCH, JOHN HOWARDCHIEF COMPLIANCE OFFICER/AMLCO2869306

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


BRASIL PLURAL SECURITIES LLC

CRD#: 159384

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