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BG

Barry J. Gordon

Some features on this profile are disabled
CRD#: 225644
BG

Professional summary

Barry Joel Gordon was a registered financial advisor .

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Barry had worked at 5 firms and has passed the Series 1 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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

August 18, 1997 - July 17, 2000

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

September 8, 1989 - December 31, 2025

AFA ADVISORS LLC

RIA
CRD#: 105454
Great Neck, NY
Past

October 12, 1982 - March 13, 1997

RENAISSANCE FINANCIAL SECURITIES CORP.

BD
CRD#: 10735
Past

April 3, 1979 - May 7, 1984

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
Past

May 4, 1972 - August 9, 1973

NEW YORK HANSEATIC CORPORATION

BD
CRD#: 616

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/9/2022)

Exams

General Industry/Product Exam
RR
Series 1
Date: 5/1/1972
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/30/1982
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CC
CAMBRIDGE CAPITAL, LLC
CAMBRIDGE CAPITAL, LLC

CRD#: 41464 / SEC#: , 8-49446

BD
Terminated by SEC on 09/11/2000
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 10/15/1995
Firm type
Other Types of Legal Formation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
FRANCES THOMAS LLCMEMBER
CARDELLO, MICHAEL SAMFINOP718970
LEE, JON KWANSUPERVISOR RETAIL SALES2538075
ROSSI, THOMAS MICHAELCEO, MANAGER, DIRECTOR OF COMPLIANCE2333282
STEELE, TERRY JEANDIRECTOR OF OPERATIONS, SROP, CROP, MSP.712186

Disclosures

Regulatory Event4
Arbitration2

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

CAMBRIDGE CAPITAL, LLC

CRD#: 41464

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