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JC

John E. Carroll

R.W.PRESSPRICH & CO.
New York, NY 10022
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CRD#: 2134481
JC

Professional summary


John Edward Carroll III, who also goes by John Edward III Carroll, is a registered financial professional currently at R.W.PRESSPRICH & CO. located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1991. John has worked at 2 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Edward Iii Carroll

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 John Edward Carroll III's 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

September 1, 1992 - Present

R.W.PRESSPRICH & CO.

Office #1: 445 Park Avenue Suite 16d, New York, NY 10022Office #2: 445 Park Avenue Suite 16d, New York, NY 10022
RIA
BD
CRD#: 26460
New York, NY
Past

June 11, 1991 - August 12, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
New Jersey
(8/13/1993)
RR
New York
(9/1/1992)

Exams


State Security Law Exam
RR
Series 63
Date: 6/11/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


R&
R.W.PRESSPRICH & CO.
E.J.R. SECURITIES GROUP, LTD. | R.W.PRESSPRICH & CO. | R. W. PRESSPRICH & CO., INC. | PRESSPRICH ADVISORY

CRD#: 26460 / SEC#: , 8-42547

New York
Registered Investment Advisory firm - SEC (1/31/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
445 Park Avenue Suite 16d, New York, NY 10022
Mailing Address
445 Park Avenue Suite 16d, New York, NY 10022
Phone number
(212) 832-6200
Established
Delaware since 02/12/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

FINRA licenses (25 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RAPPA, EDWARD JOSEPHCHAIRMAN (04/2009) AND CHIEF EXECUTIVE OFFICER (04/1990)371101
CALVO, JOSEPH ANTHONY JRDIRECTOR (01/2006), SENIOR MANAGING DIRECTOR (10/2018), PRESIDENT (04/2009) AND CHIEF OPERATING OFFICER (04/2009)1391692
CARROLL, JOHN EDWARD IIIDIRECTOR (06/2009), SENIOR MANAGING DIRECTOR (10/2018) AND CHIEF ADMINISTRATIVE OFFICER (10/2021)2134481
CAUMARTIN, RENAUD PHILIPPESENIOR MANAGING DIRECTOR3266876
MILSTEIN, LAWRENCE JOSHUADIRECTOR (06/2009) AND SENIOR MANAGING DIRECTOR (10/2018)2279858
BURNS, TIMOTHY LEESENIOR MANAGING DIRECTOR (10/2018), DIRECTOR, AND, CCO (07/2022)36429
CHEN, WAYNE HFINOP4779449

Disclosures


Regulatory Event4

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


R.W.PRESSPRICH & CO.

CRD#: 26460New York, NY 10022

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