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JP

Jose C. Perez-vega

SOUTH STREET SECURITIES LLC
New York, NY 10036
Some features on this profile are disabled
CRD#: 2209448
JP

Professional summary


Jose Carlos Perez-vega, who also goes by Perezvega Jose, Jose Carlos Perezvega, is a registered financial professional currently at SOUTH STREET SECURITIES LLC located in New York, New York.

Jose is registered as a RR (Registered Representative) and started their career in finance in 1992. Jose has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Perezvega Jose | Jose Carlos Perezvega

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 Jose Carlos Perez-vega'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

October 31, 2005 - Present

SOUTH STREET SECURITIES LLC

Office #1: 1155 Sixth Ave 14th Floor, New York, NY 10036Office #2: 1155 Ave Of The Americas 14th Floor, New York, NY 10036
BD
CRD#: 125202
New York, NY
Past

December 22, 2010 - January 31, 2011

DHF SERVICES LLC

BD
CRD#: 139308
NEW YORK, NY
Past

September 17, 2007 - October 19, 2009

DHF SERVICES LLC

BD
CRD#: 139308
NEW YORK, NY
Past

May 24, 2000 - April 29, 2005

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

June 22, 1999 - May 11, 2000

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ
Past

September 10, 1996 - September 3, 1998

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

November 22, 1994 - August 5, 1996

DRESDNER SECURITIES (USA) INC.

BD
CRD#: 1993
NEW YORK, NY
Past

February 6, 1992 - November 3, 1994

CITICORP SECURITIES, INC.

BD
CRD#: 7474
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
Alabama
(5/11/2006)
RR
Alaska
(11/22/2006)
RR
Arizona
(5/11/2006)
RR
Arkansas
(6/22/2007)
RR
California
(10/31/2005)
RR
Colorado
(7/10/2006)
RR
Connecticut
(10/31/2005)
RR
Delaware
(5/11/2006)
RR
District of Columbia
(10/31/2005)
RR
Florida
(10/31/2005)
RR
Georgia
(11/22/2006)
RR
Hawaii
(12/8/2006)
RR
Idaho
(7/10/2006)
RR
Illinois
(10/31/2005)
RR
Indiana
(8/15/2006)
RR
Iowa
(5/11/2006)
RR
Kansas
(9/20/2006)
RR
Kentucky
(7/10/2006)
RR
Louisiana
(7/10/2006)
RR
Maine
(1/11/2007)
RR
Maryland
(10/31/2005)
RR
Massachusetts
(10/31/2005)
RR
Michigan
(7/10/2006)
RR
Minnesota
(7/10/2006)
RR
Mississippi
(10/31/2006)
RR
Missouri
(9/5/2006)
RR
Montana
(7/10/2006)
RR
Nebraska
(9/19/2006)
RR
Nevada
(5/11/2006)
RR
New Hampshire
(5/11/2006)
RR
New Jersey
(10/31/2005)
RR
New Mexico
(3/1/2007)
RR
New York
(10/31/2005)
RR
North Carolina
(11/1/2005)
RR
North Dakota
(11/28/2006)
RR
Ohio
(5/11/2006)
RR
Oklahoma
(5/11/2006)
RR
Oregon
(7/19/2006)
RR
Pennsylvania
(10/31/2005)
RR
Puerto Rico
(1/4/2007)
RR
Rhode Island
(11/15/2006)
RR
South Carolina
(5/11/2006)
RR
South Dakota
(7/10/2006)
RR
Tennessee
(5/18/2006)
RR
Texas
(5/11/2006)
RR
Utah
(10/31/2005)
RR
Vermont
(12/18/2006)
RR
Virgin Islands
(5/19/2021)
RR
Virginia
(10/31/2005)
RR
Washington
(5/11/2006)
RR
West Virginia
(10/31/2006)
RR
Wisconsin
(5/11/2006)
RR
Wyoming
(9/6/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SOUTH STREET SECURITIES LLC
SOUTH STREET SECURITIES LLC

CRD#: 125202 / SEC#: , 8-65770

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


Main Address
1155 Sixth Ave 14th Floor, New York, NY 10036
Mailing Address
1155 Sixth Ave 14th Floor, New York, NY 10036
Phone number
(212) 824-0738
Established
Delaware since 03/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTH STREET SECURITIES FUNDING LLCOWNER
KELLY, JOHN EDWARDCCO
LUBRANO, LEONARD GCFO1091164
PEREZ-VEGA, JOSE CARLOSBOARD OF MANAGER2209448
PUCCI, STEPHANIETRADING PRINCIPAL2674481
SCHUIT, JASON EDWARDPRESIDENT2426827
TABACCHI, JAMES MICHAELCHIEF EXECUTIVE OFFICER/ BOARD OF MGERS2355049

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


SOUTH STREET SECURITIES LLC

CRD#: 125202New York, NY 10036

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