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Christopher E. Carter

INSTITUTIONAL CASH DISTRIBUTORS
New York, NY 10167
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CRD#: 2223399
CC

Professional summary


Christopher Edwin Carter is a registered financial professional currently at INSTITUTIONAL CASH DISTRIBUTORS, LLC located in New York, New York.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1992. Christopher has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

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) - BD


Click below to view Christopher Edwin Carter'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

April 14, 2025 - Present

INSTITUTIONAL CASH DISTRIBUTORS, LLC

Office #1: 245 Park Avenue, New York, NY 10167
BD
CRD#: 149635
New York, NY
Past

May 16, 2023 - December 7, 2023

OTR GLOBAL LLC

RIA
CRD#: 123809
Novato, CA
Past

May 7, 2015 - May 8, 2023

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
San Rafael, CA
Past

September 17, 2008 - May 1, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
SAN FRANCISCO, CA
Past

April 30, 2008 - September 29, 2008

GLOBAL CROWN CAPITAL, LLC

BD
CRD#: 16761
SAN FRANCISCO, CA
Past

November 17, 2000 - September 26, 2005

THE PRECURSOR GROUP BROKER-DEALER, LLC

BD
CRD#: 103999
WASHINGTON, DC
Past

March 23, 1999 - October 16, 2000

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

October 21, 1997 - March 17, 1999

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

March 28, 1996 - August 25, 1997

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 13, 1995 - April 2, 1996

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

September 2, 1992 - March 14, 1995

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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
California
(4/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/9/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IC
INSTITUTIONAL CASH DISTRIBUTORS, LLC
INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635 / SEC#: , 8-68161

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


Main Address
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(646) 430-6030
Established
California since 08/08/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ICD INTERMEDIATE HOLDCO 2 LLCHOLDING COMPANY
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
HAZARD, VICTOR JAMES IVCEO / COO1871503
KAHNEY, DOUGLAS RYANCHIEF COMPLIANCE OFFICER4903813
NEWTON, THOMAS PHILLIPMANAGING DIRECTOR2114728
PITTINSKY, JONATHAN DAVIDCFO/FINOP4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

Red Flags


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Company Information


INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635New York, NY 10167

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