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Judith A. Schroeder

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CRD#: 2220909
JS

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.

Judith Ann Schroeder, who also goes by Judith Ann Aliperto, Judith A Schroeder, was a registered financial professional .

Judith is a previously registered financial professional and started their career in finance in 1999. Judith had worked at 4 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Judith Ann Aliperto | Judith A Schroeder

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

February 15, 2002 - November 12, 2020

GOLDEN EAGLE SECURITIES, INC.

BD
CRD#: 19586
NAPLES, FL
Past

October 19, 2001 - February 15, 2002

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

February 25, 2000 - October 19, 2001

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL
Past

September 21, 1999 - February 9, 2000

WALL STREET STRATEGIES, INC.

BD
CRD#: 31268
HURON, OH
Past

August 25, 1999 - September 8, 1999

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


GE
GOLDEN EAGLE SECURITIES, INC.
BECKWITH & CO. INCORPORATED | ORTANA SECURITIES, INC. | GOLDEN EAGLE SECURITIES, INC. | FIRST FLORIDA SECURITIES, INC. | BECKWITH SECURITIES, INC. | BECKWITH & CO., INCORPORATED

CRD#: 19586 / SEC#: , 8-37788

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


Main Address
845 United Nations Plaza Suite 19f, New York, NY 10017
Mailing Address
845 United Nations Plaza Suite 19f, New York, NY 10017
Phone number
(929) 231-0427
Established
Florida since 03/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
GOLDEN EAGLE CAPITAL ADVISORS, INC.SHAREHOLDER173811
MANZATI, MAURIZIOCEO/CCO/POO6485138
SAMSON, EDWARD GREGORYFINOP/PFO2041321

Disclosures


Regulatory Event3
Arbitration2

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


GOLDEN EAGLE SECURITIES, INC.

CRD#: 19586

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