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LB

Luke G. Belcastro

M2O PRIVATE FUND ADVISORS LLC
White Plains, NY 10601
Some features on this profile are disabled
CRD#: 2404844
LB

Professional summary

Luke Gerald Belcastro is a registered financial professional currently at M2O PRIVATE FUND ADVISORS LLC located in White Plains, New York.

Luke is registered as a RR (Registered Representative) and started their career in finance in 1998. Luke has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 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 Luke Gerald Belcastro'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

July 12, 2012 - Present

M2O PRIVATE FUND ADVISORS LLC

Office #1: 1 North Lexington Ave Suite 500, White Plains, NY 10601Office #2: 1 North Lexington Ave Suite 500, White Plains, NY 10601
BD
CRD#: 158741
White Plains, NY
Past

July 9, 2009 - June 4, 2012

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 27, 2003 - July 6, 2009

MALLORY CAPITAL GROUP, LLC

BD
CRD#: 108486
DARIEN, CT
Past

October 10, 2000 - December 31, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

September 24, 1998 - October 10, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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
(7/12/2012)
RR
Florida
(9/11/2012)
RR
Illinois
(7/27/2012)
RR
New York
(7/12/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 8/28/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/2/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MP
M2O PRIVATE FUND ADVISORS LLC
M2O PRIVATE FUND ADVISORS LLC

CRD#: 158741 / SEC#: , 8-68917

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

Main Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Mailing Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Phone number
(914) 368-9795
Established
New York since 05/26/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BELCASTRO, LUKE GERALDPARTNER2404844
HALLOCK, MARK VINCENTPARTNER1736739
LAUB, JACOB ADAMPARTNER4812762
MARSHALL, MARGARET JEANPARTNER2912562
PUYA, JUSTIN RMANAGING MEMBER, PRINCIPAL, EXECUTIVE REPRESENTATIVE5705643
HOGAN, MICHAEL FRANCISCCO5535937
SCARPATI, GERARDFINOP2313132

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

M2O PRIVATE FUND ADVISORS LLC

CRD#: 158741White Plains, NY 10601

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