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ES

Eliseo Sampayo

ROOSEVELT & CROSS
New York, NY 10006
Some features on this profile are disabled
CRD#: 2249231
ES

Professional summary


Eliseo Sampayo, who also goes by Sampayo (jr) Eliseo Jr, (jr) Eliseo Sampayo Jr, Eliseo Sampayo Jr, Eliseo Sampayo, Fred Sampayo, is a registered financial professional currently at ROOSEVELT & CROSS, INCORPORATED located in New York, New York.

Eliseo is registered as a RR (Registered Representative) and started their career in finance in 1993. Eliseo has worked at 6 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sampayo (jr) Eliseo Jr | (jr) Eliseo Sampayo Jr | Eliseo Sampayo Jr | Eliseo Sampayo | Fred Sampayo

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 Eliseo Sampayo'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

May 18, 2022 - Present

ROOSEVELT & CROSS, INCORPORATED

Office #1: One Exchange Plaza 55 Broadway 22nd Fl, New York, NY, 10006
BD
CRD#: 6964
New York, NY
Past

September 11, 2017 - August 20, 2019

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
NEW YORK, NY
Past

March 27, 2009 - August 21, 2017

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

September 17, 2007 - March 27, 2009

DEPFA FIRST ALBANY SECURITIES, LLC

BD
CRD#: 144232
NEW YORK, NY
Past

March 5, 1997 - September 18, 2007

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

April 24, 1996 - December 18, 1996

E.A. MOOS & CO. L.P.

BD
CRD#: 7606
SUMMIT, NJ
Past

January 13, 1993 - April 23, 1996

ROOSEVELT & CROSS, INCORPORATED

BD
CRD#: 6964
NEW YORK, NY

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
Arizona
(1/11/2024)
RR
California
(2/7/2023)
RR
Connecticut
(10/30/2023)
RR
Illinois
(2/27/2024)
RR
Kansas
(9/16/2022)
RR
Minnesota
(3/10/2023)
RR
New Jersey
(2/17/2023)
RR
New York
(5/19/2022)
RR
North Carolina
(10/31/2023)
RR
Ohio
(11/15/2023)
RR
Washington
(3/12/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/7/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 5/2/2022
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


R&
ROOSEVELT & CROSS, INCORPORATED
ROOSEVELT & CROSS, INCORPORATED

CRD#: 6964 / SEC#: , 8-19363

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


Main Address
55 Broadway 22nd Fl, New York, NY, 10006
Mailing Address
55 Broadway 22nd Fl, New York, NY, 10006
Phone number
(212) 344-2500
Established
New York since 04/19/1972
Firm type
Corporation
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)

Direct owners and executive officers


NamePositionCRD#
FARAWELL, JOHN MADDENDIRECTOR1018554
FINN, FRANCIS GREGORYCHAIRMAN OF THE BOARD1019346
BRENNAN, ELAINE MARIEDIRECTOR720043
HALLER, JOSEPH CROSSDIRECTOR4826263
MONAHAN, SCOTT THOMASDIRECTOR4882785
STAVITSKI, CHARLES CLEMENTCEO5435642
WAGNER, DAVID CHARLESDIRECTOR4249755
WELSH, WILLIAM WALTER5% OWNER1602929
CAWLEY, KATHLEENCCO1129804
MOORE, DAVID WILLIAMCOO/SENIOR VICE PRESIDENT2209528
SAKOL, DANIEL SCOTTFINOP2813237

Disclosures


Regulatory Event4

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


ROOSEVELT & CROSS, INCORPORATED

CRD#: 6964New York, NY 10006

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