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AA

Andrew N. Albert

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CRD#: 2247280
AA

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.

Andrew Noah Albert, who also goes by Andrew N Albert, Andy Albert, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1996. Andrew had worked at 10 firms and has passed the Series 63, Series 65, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew N Albert | Andy Albert

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 3, 2017 - April 25, 2024

MAREX CAPITAL MARKETS INC.

BD
CRD#: 161014
NEW YORK, NY
Past

May 7, 2013 - January 4, 2017

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

September 26, 2011 - March 28, 2013

SHELTER HARBOR CAPITAL

RIA
CRD#: 158931
GREENWICH, CT
Past

February 4, 2010 - December 1, 2010

WEEDEN & CO.L.P.

BD
CRD#: 16835
GREENWICH, CT
Past

July 21, 2004 - February 9, 2010

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

April 30, 2002 - July 20, 2004

PALI CAPITAL, INC.

BD
CRD#: 117783
NEW YORK, NY
Past

April 16, 2002 - April 30, 2002

PALI CAPITAL, LLC

BD
CRD#: 40173
NEW YORK, NY
Past

July 10, 2001 - April 15, 2002

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

August 11, 1998 - June 20, 2001

TRIBECA INVESTMENTS, L.L.C.

BD
CRD#: 40631
NEW YORK, NY
Past

April 2, 1996 - June 30, 1998

ROBERT FLEMING INC.

BD
CRD#: 1711
NEW YORK, 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: 4/26/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


MC
MAREX CAPITAL MARKETS INC.
E D & F MAN CAPITAL MARKETS INC. | MPS | MAREX CAPITAL MARKETS INC.

CRD#: 161014 / SEC#: , 8-69039

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


Main Address
140 East 45th Street 10th Floor, New York, NY 10017
Mailing Address
140 East 45th Street 10th Floor, New York, NY 10017
Phone number
(212) 618-2800
Established
New York since 01/10/1952
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
MAREX SERVICES INC.DIRECT OWNER
BATES, CHRISTOPHERFINOP, CFO, PRINCIPAL FINANCIAL OFFICER, DIRECTOR5648556
BERNICKY, JENNIFER KAISERCHIEF OPERATING OFFICER, DIRECTOR4781625
CHERRY, ELIN LYNNECHIEF COMPLIANCE OFFICER2430837
FALCO, CARMINE DOMENICOPRINCIPAL OPERATIONS OFFICER2782798
HOOD, STEPHEN MICHAELDIRECTOR3139127
VITTAL, MAHESH RAMPRES. & CEO, DIRECTOR4593014

Disclosures


Regulatory Event42

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


MAREX CAPITAL MARKETS INC.

CRD#: 161014

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