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BR

Brian L. Reichberg

Some features on this profile are disabled
CRD#: 2205880
BR

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.

Brian Lee Reichberg was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1992. Brian had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

April 2, 2019 - January 13, 2020

ALLIED MILLENNIAL PARTNERS, LLC

BD
CRD#: 16569
New York, NY
Past

February 12, 2019 - May 1, 2019

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
New York, NY
Past

June 15, 2018 - January 16, 2019

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
NEW YORK, NY
Past

May 10, 2017 - June 15, 2018

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
NEW YORK, NY
Past

October 31, 2016 - May 1, 2019

HAYDEN ROYAL

RIA
CRD#: 170037
NEW YORK, NY
Past

February 4, 2005 - November 3, 2015

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
NEW YORK, NY
Past

December 17, 2003 - November 3, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 21, 2001 - December 16, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BUFFALO, NY
Past

January 5, 1995 - December 16, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 30, 1992 - January 11, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
IAR
Series 65
Date: 7/13/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/11/2002
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/27/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/29/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

AM
ALLIED MILLENNIAL PARTNERS, LLC
ALLIED MILLENNIAL PARTNERS, LLC | LANGDON, SHAW & BREWER SECURITIES, INC. | LANGDON SHAW SECURITIES, INC. | LANGDON & SHAW SECURITIES, INC. | INDIANA SECURITIES, INC. | EJ STERLING STRATEGIC WEALTH MANAGEMENT | EJ STERLING INC | E.J. STERLING, LLC

CRD#: 16569 / SEC#: , 8-34176

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Three World Financial Center 200 Vesey Street 24th Fl, New York, NY 10281
Mailing Address
Three World Financial Center 200 Vesey Street 24th Fl, New York, NY 10281
Phone number
(646) 532-2400
Established
New York since 09/09/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
JPED HOLDINGS LLCHOLDING COMPANY
ABBRUZZESE, EMILY COPELANDFINANCIAL AND OPERATIONS PRINCIPAL4606343
JOHNSON, KAY ALISONCHIEF COMPLIANCE OFFICER1583193
PARMIGIANI, JOHNCEO, PRESIDENT AS OF 11/20152800410

Disclosures

Regulatory Event5
Arbitration1

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

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

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