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Steven B. Markovitz

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CRD#: 2250307
SM

Professional summary


Steven Ben Markovitz was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Steven had worked at 2 firms, which includes DB ALEX. BROWN LLC, DEUTSCHE BANK SECURITIES INC..

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)


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

December 4, 1998 - September 24, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

August 5, 1994 - November 6, 1995

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
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: 5/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DA
DB ALEX. BROWN LLC
BT ALEX. BROWN INCORPORATED | DB ALEX. BROWN LLC | BT SECURITIES CORPORATION

CRD#: 17790 / SEC#: , 8-35766

BD
Terminated by SEC on 04/01/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/03/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DEUTSCHE BANK SECURITIES INC.MEMBER2525
BURGESS, ROBERT WILLIAM JRMANAGER1665805
CONNELLY, JOSEPH MICHAEL JRMANAGER, CHIEF OPERATIONS OFFICER2010897
DEBALMANN, YVES CHRISTIANMANAGER, CO-CHIEF EXECUTIVE OFFICER1675429
GRISWOLD, BENJAMIN HOWELL IVMANAGER, SENIOR CHAIRMAN230465
JUSTINI, PETER THOMASCHIEF FINANCIAL OFFICER/ FINOP2097898
KILEY, CHARLES FMANAGER1918304
LAIA, CHRISTOPHER PHILIPCHIEF COMPLIANCE OFFICER2837101
MASON, ALEXANDER TAYLORMANAGER1960682
ROSS, JOHN ALANMANAGER1761238
SCHWEIZER, THOMAS S JRMANAGER416657
SHATTUCK, MAYO A IIIMANAGER, CO-CHIEF EXECUTIVE OFFICER1464321
VIRTUE, JAMES EDWARDMANAGER, PRESIDENT1236163

Disclosures


Regulatory Event27
Civil Event1
Arbitration6

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DB ALEX. BROWN LLC

CRD#: 17790

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