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Julius Leo Meisel

LARGO TRADING, L.P.
MERION STATION, PA
·CRD# 2319075·18 years experience

Professional Summary

Julius Leo Meisel is a registered financial advisor currently at LARGO TRADING, L.P. located in Merion Station, Pennsylvania. Julius is registered as a RR (Registered Representative) and started their career in finance in 2007. Julius has worked at 1 firm and has passed the Series 57TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

LARGO TRADING, L.P.·CRD# 136801
BD
361 North Highland Ave, Merion Station, PA 19066
December 19, 2007 - Present

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Current Firm

LT
LARGO TRADING, L.P.

LARGO TRADING L.L.C. | LARGO TRADING, L.P.

CRD#: 136801 / SEC#: 8-67047
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

361 North Highland Ave, Merion Station, PA 19066

Mailing Address

361 North Highland Ave, Merion Station, PA 19066

Phone Number

(215) 620-9662

Established

Pennsylvania since 10/15/2006

Firm Type

Partnership

Fiscal Year End

December

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
GOLDBERG, CONSTANCEINVESTING PARTNER—
GOLDBERG, LARRY ALLENOFFICER AND LIMITED PARTNER—
LARGO MANAGEMENT LLCGENERAL PARTNER—
MEISEL, JULIUS LEOTRADING PARTNER—

Disclosures

Regulatory Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam
Nasdaq PHLX LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Julius Leo Meisel's CRS (Customer Relationship Summary).

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