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SS

Stephen J. Smigel

NEWMARK SECURITIES
New York, NY 10017
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CRD#: 2401258
SS

Professional summary


Stephen Jared Smigel, who also goes by Stephen J Smigel, Stephen Jaren Smigel, is a registered financial professional currently at NEWMARK SECURITIES, LLC located in New York, New York.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 1997. Stephen has worked at 6 firms and has passed the Series 63, Series 52TO, Series 62, Series 57TO, Series 79TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen J Smigel | Stephen Jaren Smigel

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 Stephen Jared Smigel'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

April 8, 2021 - Present

NEWMARK SECURITIES, LLC

Office #1: 125 Park Ave 6th And 9th Floor, New York, NY, 10017
BD
CRD#: 309193
New York, NY
Past

March 19, 2020 - June 11, 2021

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

August 19, 2013 - April 27, 2018

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

July 19, 2010 - August 16, 2013

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

October 12, 2009 - July 9, 2010

STORMHARBOUR SECURITIES LP

BD
CRD#: 35997
NEW YORK, NY
Past

October 14, 1997 - February 9, 2009

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
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
California
(3/17/2023)
RR
Georgia
(5/14/2021)
RR
Massachusetts
(7/15/2021)
RR
New York
(4/22/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/15/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 10/24/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/20/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 10/20/1997
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NEWMARK SECURITIES, LLC
NEWMARK SECURITIES LLC | NEWMARK SECURITIES, LLC

CRD#: 309193 / SEC#: , 8-70554

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


Main Address
125 Park Avenue, New York, NY 10017
Mailing Address
125 Park Avenue, New York, NY 10017
Phone number
(212) 372-2000
Established
Delaware since 04/17/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
NEWMARK PARTNERS, L.P.SOLE MEMBER
DAVIS, JOSHUAEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY7761240
KUEHNEN, ERIC CHRISTOPHERCHIEF COMPLIANCE OFFICER4577416
PAULSON, KENNETH MICHAELCHIEF FINANCIAL OFFICER2862259
SMIGEL, STEPHEN JAREDCHIEF EXECUTIVE OFFICER AND PRINCIPAL OPERATIONS OFFICER2401258

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


NEWMARK SECURITIES, LLC

CRD#: 309193New York, NY 10017

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