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HS

Hercules D. Stewart

PAULSON INVESTMENT COMPANY LLC
New York, NY 10005
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CRD#: 2243501
HS

Professional summary


Hercules Dorn Stewart III, who also goes by Hercules Dorn Stewart III, Hercules Dorn Stewart, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in New York, New York.

Hercules is registered as a RR (Registered Representative) and started their career in finance in 2005. Hercules has worked at 5 firms and has passed the Series 66, Series 63, Series 79TO, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hercules Dorn Stewart Iii | Hercules Dorn Stewart

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.
Blue Marlin Nearshore Services, non-investment, Costa Rica, Recruiting and Business Services, Business Development, September 2024, 36 hrs/ week, 36 hrs/wk during business

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Hercules Dorn Stewart III's CRS (Customer Relationship Summary).
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

June 30, 2022 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 40 Wall Street 39th Floor, New York, NY 10005
BD
CRD#: 5670
New York, NY
Past

November 10, 2022 - December 31, 2024

PAULSON INVESTMENT ADVISORS, LLC

RIA
CRD#: 304328
PORTLAND, OR
Past

July 15, 2021 - June 28, 2022

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA
CRD#: 157714
Far Hills, NJ
Past

March 23, 2021 - June 28, 2022

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
MORRISTOWN, NJ
Past

June 10, 2005 - January 4, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
(3/21/2024)
RR
Colorado
(2/21/2023)
RR
Florida
(8/8/2022)
RR
Georgia
(6/30/2022)
RR
Iowa
(3/26/2024)
RR
Maryland
(8/9/2022)
RR
Massachusetts
(8/24/2022)
RR
Michigan
(3/22/2024)
RR
Missouri
(3/22/2024)
RR
New Hampshire
(3/21/2024)
RR
New Jersey
(6/30/2022)
RR
New York
(6/30/2022)
RR
Texas
(7/6/2022)
RR
Utah
(8/18/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2021
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 9/6/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

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


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
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


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

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


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670New York, NY 10005

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