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RH

Ryan T. Hauldren

SUMMIT SECURITIES GROUP LLC
Sorrento, ME
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CRD#: 2392188
RH

Professional summary


Ryan Thomas Hauldren is a registered financial professional currently at SUMMIT SECURITIES GROUP LLC located in Sorrento, Maine.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2011. Ryan has worked at 3 firms and has passed the Series 57TO, SIE and Series 7 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 Ryan Thomas Hauldren'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

August 21, 2019 - Present

SUMMIT SECURITIES GROUP LLC

BD
CRD#: 159283
Sorrento, ME
Past

January 19, 2018 - July 31, 2019

CMZ TRADING, LLC

BD
CRD#: 132051
CHICAGO, IL
Past

October 10, 2012 - January 18, 2018

SUMMIT SECURITIES GROUP LLC

BD
CRD#: 159283
NEW YORK, NY
Past

May 26, 2011 - October 29, 2012

VTRADER PRO, LLC

BD
CRD#: 131920
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


SS
SUMMIT SECURITIES GROUP LLC
CLEAR STREET MARKETS LLC | WHITE BAY PT LLC | SUMMIT SECURITIES GROUP, LLC | SUMMIT SECURITIES GROUP LLC | CLEAR STREET MARKETS, LLC

CRD#: 159283 / SEC#: , 8-68977

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


Main Address
55 Broadway Suite 2102, New York, NY 10006
Mailing Address
55 Broadway Suite 2102, New York, NY 10006
Phone number
(646) 532-6435
Established
Delaware since 09/02/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SUMMIT SECURITIES MANAGEMENT LLCSOLE MEMBER
DEMARTINO, FRANK PHILIPCCO1403655
GULKOWITZ, ELLIOTCEO/POO5552025
LAU, HOLAM HOLLYCOO6574459
NIMCHINSKY, AKIVA MEIRFINOP/CFO/PFO5219594

Disclosures


Regulatory Event10

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


SUMMIT SECURITIES GROUP LLC

CRD#: 159283Sorrento, ME

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