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CH

Charles C. Hastings

CAPSTONE PARTNERS
New York, NY 10018
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CRD#: 2347928
CH

Professional summary


Charles Christopher Hastings, who also goes by C Chris Hastings, is a registered financial professional currently at CAPSTONE PARTNERS located in New York, New York.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1993. Charles has worked at 13 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


C Chris Hastings

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 Charles Christopher Hastings'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

May 1, 2023 - Present

CAPSTONE PARTNERS

Office #1: 104 West 40th Street 3rd Floor, New York, NY 10018
BD
CRD#: 132185
New York, NY
Past

March 30, 2023 - May 19, 2023

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
NEW YORK, NY
Past

July 5, 2022 - May 19, 2023

HOULIHAN LOKEY ADVISORS, LLC

BD
CRD#: 127835
NEW YORK, NY
Past

February 1, 2022 - March 27, 2023

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
NEW YORK, NY
Past

March 1, 2018 - October 25, 2021

DC ADVISORY

BD
CRD#: 129919
NEW YORK, NY
Past

October 13, 2015 - March 1, 2018

SIGNAL HILL CAPITAL GROUP LLC

BD
CRD#: 122782
NEW YORK, NY
Past

August 27, 2012 - September 14, 2015

BERCHWOOD PARTNERS LLC

BD
CRD#: 108399
NEW YORK, NY
Past

October 13, 2009 - August 27, 2012

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

October 22, 2007 - August 28, 2009

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

October 15, 1999 - October 3, 2007

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 12, 1997 - October 8, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 8, 1996 - April 29, 1997

BNY CAPITAL MARKETS INC.

BD
CRD#: 18303
NEW YORK, NY
Past

October 1, 1993 - March 9, 1995

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

June 9, 1993 - October 1, 1993

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA

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
Massachusetts
(5/1/2023)
RR
New York
(1/8/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/25/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CP
CAPSTONE PARTNERS
CAPSTONE CAPITAL MARKETS LLC | CAPSTONE PARTNERS | CAPSTONE HEADWATERS

CRD#: 132185 / SEC#: , 8-66572

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
10 Post Office Square Suite 800n, Boston, MA 02109
Mailing Address
10 Post Office Square Suite 800n, Boston, MA 02109
Phone number
(617) 619-3300
Established
Delaware since 04/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CAPSTONE CORPORATE FINANCE LLCDIRECT OWNER
BEEKMAN, TODD ANDREWDIRECTOR6291198
CASPER, MARK VERNON JR.CHIEF FINANCIAL OFFICER6682711
DAHLKE, STEPHEN MATTHEWCHIEF COMPLIANCE OFFICER2577928
FERRARA, JOHN MARIO IIPRESIDENT2097226
JANSON, PAUL EDWARDDIRECTOR4992234
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISEXECUTIVE MANAGING DIRECTOR6419334
VALDIVIA, SERENAAML OFFICER7790899

Disclosures


Regulatory Event1

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


CAPSTONE PARTNERS

CRD#: 132185New York, NY 10018

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