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DB

Donny M. Bashkin

Some features on this profile are disabled
CRD#: 2239782
DB

Professional summary

Donny Menashe Bashkin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Donny is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, Donny had worked at 4 firms, which includes CARNEGIE INVESTOR SERVICES INC., MEYERS POLLOCK ROBBINS INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, STRATTON OAKMONT INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

Donny Menashe Baskin

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 13, 1998 - March 24, 2000

CARNEGIE INVESTOR SERVICES INC.

BD
CRD#: 8295
NEW YORK, NY
Past

November 20, 1995 - December 18, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

June 7, 1994 - November 28, 1995

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

February 19, 1993 - March 8, 1994

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, 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: 3/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/1993
General Securities Representative Examination

Current Firm

CI
CARNEGIE INVESTOR SERVICES INC.
CARNEGIE INVESTOR SERVICES INC.

CRD#: 8295 / SEC#: , 8-24965

BD
Terminated by SEC on 04/10/2001
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 04/10/1980
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
ROSENBAUM, GREGG ADAMCHIEF EXECUTIVE OFFICER, PRESIDENT2208090
WEINBERGER, DAVID ALLENCHAIRMAN2443715

Disclosures

Regulatory Event3
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

CARNEGIE INVESTOR SERVICES INC.

CRD#: 8295

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