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

Steven F. Singer

JOSEPH GUNNAR & CO. LLC
New York, NY 10005
Some features on this profile are disabled
CRD#: 2360737
SS

Professional summary


Steven Frederic Singer is a registered financial professional currently at JOSEPH GUNNAR & CO. LLC located in New York, New York and EQUUS FINANCIAL CONSULTING LLC located in New Canaan, Connecticut.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1993. Steven has worked at 24 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Steven Frederic Singer's CRS (Customer Relationship Summary).
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

June 10, 2005 - Present

JOSEPH GUNNAR & CO. LLC

Office #1: 40 Wall Street Suite 3004, New York, NY 10005Office #2: 1000 Rxr Plaza, Uniondale, NY 11556
RIA
BD
CRD#: 24795
New York, NY
Current

September 11, 2006 - Present

EQUUS FINANCIAL CONSULTING LLC

Office #1: 78 Pine St., Suite 101, New Canaan, CT 06840
BD
CRD#: 131449
New Canaan, CT
Current

January 30, 2008 - Present

VALIDATE CAPITAL MARKETS, LLC

Office #1: 505 Park Avenue 14th Floor, New York, NY, 10022
BD
CRD#: 133371
New York, NY
Current

January 13, 2009 - Present

EAST WIND SECURITIES, LLC

Office #1: 810 Seventh Avenue 35th Floor, New York, NY 10019
BD
CRD#: 148032
New York, NY
Current

March 2, 2009 - Present

CREDICORP CAPITAL LLC

Office #1: 1111 Brickell Avenue Suite 2825, Miami, FL 33131
BD
CRD#: 136791
Miami, FL
Current

May 10, 2011 - Present

SABADELL SECURITIES USA, INC.

Office #1: 1111 Brickell Avenue 30th Floor, Miami, FL, 33131Office #2: 1111 Brickell Avenue 30th Floor, Miami, FL, 33131
BD
CRD#: 148137
Miami, FL
Current

May 31, 2013 - Present

MARIVA CAPITAL MARKETS, LLC

Office #1: 150 Se 2nd Avenue Suite Ph3, Miami, FL 33131
BD
CRD#: 156171
Miami, FL
Current

October 1, 2014 - Present

XP INVESTMENTS US, LLC

Office #1: 701 Brickell Avenue 21st Floor, Miami, FL 33131
BD
CRD#: 156691
Miami, FL
Current

November 30, 2020 - Present

PUENTE SERVICIOS FINANCIEROS LLC

Office #1: 801 Brickell Avenue Suite 2010, Miami, FL 33131
BD
CRD#: 304587
Miami, FL
Current

January 19, 2021 - Present

INTERCOASTAL CAPITAL MARKETS, INC.

Office #1: 200 East Palmetto Park Road Suite 108, Boca Raton, FL 33432
BD
CRD#: 83
Boca Raton, FL
Current

March 6, 2023 - Present

MIDDLEMARCH SECURITIES LLC

Office #1: 700 Canal St. Building 1, Floor 1, Suite 148, Stamford, CT 06902
BD
CRD#: 283508
Stamford, CT
Past

July 9, 2018 - July 31, 2025

ZEUS FINANCIAL, LLC

BD
CRD#: 18192
BOCA RATON, FL
Past

August 31, 2016 - February 4, 2019

CG CAPITAL MARKETS, LLC

BD
CRD#: 35513
BOCA RATON, FL
Past

July 17, 2015 - October 14, 2016

RIVERROCK SECURITIES, LLC

BD
CRD#: 153178
HOUSTON, TX
Past

April 29, 2011 - January 9, 2019

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

April 1, 2011 - August 1, 2012

PACIFIC CENTURY SECURITIES, LLC

BD
CRD#: 131607
NEW YORK, NY
Past

February 15, 2011 - August 1, 2011

EDGECREST CAPITAL (USA) INC.

BD
CRD#: 153978
TORONTO ONTARIO,
Past

July 21, 2010 - May 1, 2013

UNITED CAPITAL MARKETS, INC.

BD
CRD#: 40980
MIAMI, FL
Past

July 8, 2010 - May 31, 2019

SEALE CAPITAL, INC.

BD
CRD#: 148420
ARLINGTON, VA
Past

May 27, 2010 - April 2, 2013

TCT SECURITIES & DERIVATIVES, LLC

BD
CRD#: 149679
MIAMI, FL
Past

June 26, 2009 - November 1, 2012

MERCOR SECURITIES LLC

BD
CRD#: 149016
NEW YORK, NY
Past

October 28, 2002 - December 10, 2009

REVA CAPITAL MARKETS LLC

BD
CRD#: 105791
NEW YORK, NY
Past

July 5, 2001 - September 5, 2002

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
UNIONDALE, NY
Past

January 31, 1997 - June 28, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

June 21, 1993 - October 18, 1996

AMERICORP SECURITIES, INC.

BD
CRD#: 30405
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
Connecticut
(9/12/2006)
RR
Florida
(6/10/2005)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MS
MIDDLEMARCH SECURITIES LLC
MIDDLEMARCH SECURITIES LLC

CRD#: 283508 / SEC#: , 8-69758

BD
Broker-Dealer Firm Regulated by FINRA (Boston 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
700 Canal St. Building 1, Floor 1, Suite 148, Stamford, CT 06902
Mailing Address
700 Canal St. Building 1, Floor 1, Suite 148, Stamford, CT 06902
Phone number
(212) 913-9660
Established
Delaware since 02/08/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MIDDLEMARCH PARTNERS LLCMEMBER
GRUTMAN, ALEXANDER MARCOCEO, MANAGER, CO-CCO, AMLCO4646171
PAPADEMETRIOU, DEMETRIS APRINCIPAL, MANAGER, CO-CCO5491585
SINGER, STEVEN FREDERICFINOP, PFO, AND POO2360737

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


MIDDLEMARCH SECURITIES LLC

CRD#: 283508New York, NY 10005

TRUST BUT VERIFY

Monitor Steven Singer

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