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Richard J. Prati

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CRD#: 2413242
RP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Joseph Prati, who also goes by Richard Joseph Prati, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1994. Richard had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Joseph Prati

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 5, 2011 - January 30, 2012

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

June 18, 2010 - October 26, 2010

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

August 28, 2002 - June 25, 2010

BROADPOINT AMTECH, INC.

BD
CRD#: 121456
LITTLETON, CO
Past

June 7, 1996 - March 18, 2002

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

June 3, 1996 - June 11, 1996

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

August 7, 1994 - June 3, 1996

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
NEW YORK, NY
Past

May 11, 1994 - August 2, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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


State Security Law Exam
RR
Series 63
Date: 5/12/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
STERNE, AGEE & LEACH, INC.
STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT | STERNE, AGEE AND LEACH, INC. | STERNE, AGEE & LEACH, INC.

CRD#: 791 / SEC#: , 8-11754

BD
Terminated by SEC on 09/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1964
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE INC.100% OWNER
TROUT, RONALD CAREYCHIEF COMPLIANCE OFFICER2947546

Disclosures


Regulatory Event48
Arbitration6

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


STERNE, AGEE & LEACH, INC.

CRD#: 791

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