Steven Genyk
Professional Summary
Steven Genyk, who also goes by Steven Coy Genyk, is a registered financial advisor currently at TCBI SECURITIES, INC. located in Dallas, Texas. Steven is registered as a RR (Registered Representative) and started their career in finance in 1995. Steven has worked at 7 firms and has passed the Series 63, Series 82TO, Series 22TO, Series 6TO, Series 99TO, SIE, Series 7, Series 52, Series 14, Series 39, Series 26, Series 24 and Series 53...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steven Coy Genyk
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Videos & Posts
This advisor has not added any videos or posts yet.
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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
31 years in the financial services industry
Current & Past Employments
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Current Firm
TCBI SECURITIES | TEXAS CAPITAL SECURITIES | TCBI SECURITIES, INC.
Contact Information
Main Address
2000 Mckinney Avenue Suite 700, Dallas, TX 75201Mailing Address
2000 Mckinney Avenue Suite 700, Dallas, TX 75201Phone Number
(214) 932-6671Established
Texas since 03/03/2021Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEXAS CAPITAL BANCSHARES, INC. | OWNER | — |
| ALVARADO, ANNA MARIA | DIRECTOR | 4433966 |
| COLPITTS, JOEL BRIAN | PRINCIPAL FINANCIAL OFFICER AND FIN/OP | 2376942 |
| CUMMINGS, JOHN WILLIAM | DIRECTOR | 2729018 |
| GENYK, STEVEN | MUNICIPAL SECURITIES PRINCIPAL | 2324120 |
| GETTY, JOSEPH MATTHEW | AMLCO | 6343874 |
| HOLMES, ROBERT C | DIRECTOR | 2948416 |
| HOVERMAN, DANIEL STEPHENS | DIRECTOR, PRESIDENT | 5281289 |
| RIVERA, JASON | CHIEF COMPLIANCE OFFICER | 5010925 |
| SCURLOCK, JOHN MATTHEW | DIRECTOR | 7521986 |
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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.
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State Registrations and Notice Filings
(11/25/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed May 2024About the Series 82TO examSeries 22TO — Direct Participation Programs Representative Examination
Passed May 2024About the Series 22TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed May 2024About the Series 6TO examSeries 39 — Direct Participation Programs Principal Examination
Passed May 2024About the Series 39 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 2024About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Steven Genyk's CRS (Customer Relationship Summary).
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