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AS

Andrew M. Schwartz

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CRD#: 2197567
AS

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.

Andrew M Schwartz, who also goes by Andrew Mark Schwartz, Andrew Schwartz, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1992. Andrew had worked at 8 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Mark Schwartz | Andrew Schwartz

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

January 26, 2019 - April 30, 2019

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

January 18, 2017 - April 13, 2017

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

October 22, 2013 - May 2, 2016

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

March 9, 2012 - September 21, 2012

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

December 1, 2009 - June 30, 2010

QUAD CAPITAL, LLC

BD
CRD#: 148927
NEW YORK, NY
Past

May 1, 2006 - December 2, 2009

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

March 14, 1996 - February 27, 2006

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
WEST PALM BEACH, FL
Past

March 6, 1996 - March 18, 1996

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

February 15, 1994 - May 14, 1994

YORK SECURITIES, INC.

BD
CRD#: 8056
NEW YORK, NY
Past

October 18, 1993 - March 1, 1994

AMERITRADE INSTITUTIONAL SERVICES, INC.

BD
CRD#: 22578
OMAHA, NE
Past

February 24, 1992 - April 10, 1992

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
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: 12/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/8/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


AS
AVATAR SECURITIES, LLC
AVATAR SECURITIES, LLC

CRD#: 147763 / SEC#: , 8-67932

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


Main Address
148 Madison Ave 5th Floor, New York, NY 10016
Mailing Address
148 Madison Ave 5th Floor, New York, NY 10016
Phone number
(212) 217-2800
Established
Delaware since 05/14/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AVATAR TRADING GROUP, LLCHOLDING CO.
DEETER, MISHA BODHIMEMBER5132163
BROWSKI, ANDREW CHARLESCHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER5778834
HOLLAND, RAYMOND FCO-MANAGING MEMBER5509397
KATHWARI, OMAR FAROOQCO-MANAGING MEMBER5509343
SLOAN NOWAK, JACQUELINE LEEFINOP/PRINCIPAL FINANCIAL OFFICER2717305

Disclosures


Regulatory Event1

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


AVATAR SECURITIES, LLC

CRD#: 147763

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