AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DJ

Dinesh Jain

ADELPHI STOCK BROKERS
New York, NY 10017
Some features on this profile are disabled
CRD#: 2333518
DJ

Professional summary


Dinesh Jain, who also goes by Dinesh Dennis Jain, is a registered financial professional currently at ADELPHI STOCK BROKERS located in New York, New York.

Dinesh is registered as a RR (Registered Representative) and started their career in finance in 1996. Dinesh has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 23, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dinesh Dennis Jain

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) - BD


Click below to view Dinesh Jain's CRS (Customer Relationship Summary).

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


Current

September 23, 2025 - Present

ADELPHI STOCK BROKERS

Office #1: 575 Fifth Av 8th Floor, New York, NY 10017
BD
CRD#: 309048
New York, NY
Past

March 16, 2018 - November 8, 2024

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

August 19, 2008 - July 19, 2018

BNP PARIBAS PRIME BROKERAGE, INC.

BD
CRD#: 24962
NEW YORK, NY
Past

October 1, 1997 - October 1, 2008

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

June 26, 1996 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

February 2, 1996 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 2, 1996 - January 29, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(9/23/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/29/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ADELPHI STOCK BROKERS
ADELPHI STOCK BROKERS | ADELPHI STOCK BROKERS INC.

CRD#: 309048 / SEC#: , 8-70519

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
40 Cornwall Lane, Sands Point, NY 11050
Mailing Address
40 Cornwall Lane, Sands Point, NY 11050
Phone number
(646) 479-1146
Established
Delaware since 01/24/2020
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ARMOUR, JOHNINVESTOR
SAMUEL, VICTOR THOPPILCEO2823668
CLARKE, SANDRA ELAINECHIEF COMPLIANCE OFFICER7607103
GEORGE, KENNETH RONALDFIN-OP2643369
OATES, JAMES JOSEPHCLEARANCE & SETTLEMENT MANAGER1193394

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


ADELPHI STOCK BROKERS

CRD#: 309048New York, NY 10017

TRUST BUT VERIFY

Monitor Dinesh Jain

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics