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KB

Karen S. Billings

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CRD#: 21498
KB

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.

Karen Sue Billings, who also goes by Casey Billings, Karen Sue Casey, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1969. Karen had worked at 23 firms and has passed the Series 63, Series 41, Series 000, Series 1, Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Casey Billings | Karen Sue Casey

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 14, 1998 - April 20, 1999

BRUNSWICK EMERGING MARKETS USA, INC.

BD
CRD#: 44866
NEW YORK, NY
Past

May 4, 1998 - December 23, 1998

CLEMENTE FUND MANAGEMENT INC

BD
CRD#: 27611
NEW YORK, NY
Past

January 20, 1998 - April 29, 1998

CORYO INTERNATIONAL NEW YORK INC.

BD
CRD#: 39655
NEW YORK, NY
Past

November 6, 1997 - April 20, 1999

WINDSOR IBC, INC.

BD
CRD#: 19539
NEW YORK, NY
Past

November 13, 1996 - May 8, 1997

MULTINVESTMENTS, INC.

BD
CRD#: 31055
SAN ANTONIO, TX
Past

March 1, 1994 - December 31, 1994

NAVA SC SECURITIES, INC.

BD
CRD#: 35543
NEW YORK, NY
Past

January 4, 1994 - January 3, 1995

PACTUAL CAPITAL CORPORATION

BD
CRD#: 34569
NEW YORK, NY
Past

August 6, 1993 - September 7, 1994

BBVA INVESTMENTS INC.

BD
CRD#: 31769
HOUSTON, TX
Past

July 21, 1993 - November 2, 1993

MULTINVESTMENTS, INC.

BD
CRD#: 31055
SAN ANTONIO, TX
Past

June 18, 1993 - December 31, 1994

RAM SECURITIES, INC.

BD
CRD#: 31090
NEW YORK, NY
Past

February 18, 1993 - June 27, 1994

WEST BROADWAY PARTNERS L.P.

BD
CRD#: 30600
NEW YORK, NY
Past

December 21, 1992 - August 9, 1994

AEB CORPORATION

BD
CRD#: 28591
GREAT BARRINGTON, MA
Past

November 4, 1992 - January 23, 1996

BEACON SECURITIES, INC.

BD
CRD#: 15300
NEW YORK, NY
Past

October 9, 1990 - October 2, 1997

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
UNIONDALE, NY
Past

January 26, 1989 - May 1, 1990

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

September 3, 1985 - January 26, 1989

STAMFORD CAPITAL, STERLING GRACE & CO., INC.

BD
CRD#: 8282
Past

July 9, 1985 - August 7, 1985

TRIPP & CO., INC.

BD
CRD#: 6967
Past

August 24, 1984 - April 1, 1991

CHALLENGE SECURITIES INC.

BD
CRD#: 15098
Past

December 15, 1983 - June 21, 1984

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
Past

September 7, 1983 - June 13, 1985

FELDMAN,CUMMING & CO., INC.

BD
CRD#: 13706
Past

March 4, 1983 - August 9, 1988

PURCELL GRAHAM INCORPORATED

BD
CRD#: 7187
Past

October 11, 1974 - February 1, 1982

DOUGLAS STEWART INCORPORATED

BD
CRD#: 228
Past

March 14, 1973 - October 5, 1974

VAN BERGEN & CO., INCORPORATED

BD
CRD#: 6212
Past

August 7, 1969 - March 23, 1973

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583

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: 11/28/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 41
Date: 1/30/1976
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 000
Date: 12/15/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 12/15/1967
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 12/4/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 10/18/1973
Registered Principal Examination

Current Firm


BE
BRUNSWICK EMERGING MARKETS USA, INC.
BRUNSWICK CAPITAL MANAGEMENT INC. | BRUNSWICKDIRECT USA, INC. | BRUNSWICK EMERGING MARKETS USA, INC.

CRD#: 44866 / SEC#: , 8-50887

BD
Terminated by SEC on 09/08/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/07/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRUNSWICKDIRECT LTD (CAYMAN ISLAND)SHAREHOLDER
HAGEN, JOHN ALFREDGENERAL SECURITIES PRINCIPAL; DIRECTOR; FINANCIAL & OPERATIONS PRINCIPAL1464457

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


BRUNSWICK EMERGING MARKETS USA, INC.

CRD#: 44866

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