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Frank R. Grillo

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CRD#: 230231
FG

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.

Frank Roy Grillo, who also goes by Frank R Grillo, was a registered financial professional .

Frank is a previously registered financial professional and started their career in finance in 1972. Frank had worked at 7 firms and has passed the Series 00 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank R Grillo

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 10, 1985 - May 17, 1988

STEVEN ANDREW & COMPANY, INC.

BD
CRD#: 16082
Past

September 17, 1985 - October 24, 1985

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

May 21, 1985 - September 6, 1988

EQUITIES INTERNATIONAL SECURITIES, INC.

BD
CRD#: 8663
NEW YORK, NY
Past

April 11, 1983 - July 23, 1987

WALTER CAPITAL CORPORATION

BD
CRD#: 13455
Past

February 18, 1983 - January 26, 1984

BUCKINGHAM SECURITIES, LTD.

BD
CRD#: 10570
Past

January 3, 1983 - March 15, 1983

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

June 13, 1972 - August 26, 1983

M. H. WALTER & CO., INCORPORATED

BD
CRD#: 4340

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


Principal/Supervisory Exam
RR
Series 00
Date: 6/8/1972
General Securities Principal Examination

Current Firm


SA
STEVEN ANDREW & COMPANY, INC.
SEASHELL SECURITIES CORP. | VERSAILLES CAPITAL CORP. | STEVEN ANDREW & COMPANY, INC.

CRD#: 16082 / SEC#: , 8-33245

BD
Expelled by FINRA on 03/29/1989
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/26/1984
Firm type
Corporation
Fiscal year end
# of Employees

Documents


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


STEVEN ANDREW & COMPANY, INC.

CRD#: 16082

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