Paul B. Daitz
Professional Summary
Paul B. Daitz, who also goes by Paul Bennett Daitz, is a registered financial advisor currently at NORTHERN EDGE CAPITAL ADVISORS LLC located in New York, New York. Paul is registered as a RR (Registered Representative) and started their career in finance in 1993. Paul has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Bennett Daitz
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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 on record.
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Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BCMS CAPITAL ADVISORS LLC | NORTHERN EDGE CAPITAL ADVISORS LLC
Contact Information
Main Address
747 Third Ave. 27th Floor, New York, NY 10017Mailing Address
747 Third Ave. 27th Floor, New York, NY 10017Phone Number
(212) 520-8290Established
New York since 08/14/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(7/15/2013)
(5/13/2020)
(7/15/2013)
(7/15/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Paul B. Daitz's CRS (Customer Relationship Summary).
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